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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,654,731 | $201,259+1219.1% | $184,200+1341.2% | $145,959+1718.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.19% | 28.98%-13.8pp | 28.80%-13.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $18,673 | $7,018+166.1% | $6,424+190.7% | $4,661+300.6% |
| Participant deferral / active EE | $26,750 | $9,806+172.8% | $9,132+192.9% | $6,689+299.9% |
| Admin fee / account holder | $92,570 | $16,372+465.4% | $13,907+565.6% | $13,398+590.9% |