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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 | $2,376,912 | $183,592+1194.7% | $155,574+1427.8% | $145,877+1529.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.35% | 61.37%-38.0pp | 64.87%-41.5pp | 551.28%-527.9pp |
| Employer contribution / active EE | $43,000 | $5,317+708.8% | $4,676+819.6% | $4,663+822.2% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.8% | $6,691+355.9% |
| Admin fee / account holder | $7,612 | $19,316-60.6% | $15,914-52.2% | $13,402-43.2% |