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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 | $201,372+1218.3% | $184,260+1340.8% | $145,884+1719.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.19% | 29.04%-13.9pp | 28.84%-13.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $18,673 | $7,024+165.9% | $6,427+190.5% | $4,662+300.5% |
| Participant deferral / active EE | $26,750 | $9,808+172.7% | $9,133+192.9% | $6,690+299.9% |
| Admin fee / account holder | $92,570 | $16,362+465.8% | $13,898+566.1% | $13,392+591.2% |