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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 | $183,627+1194.4% | $155,602+1427.6% | $145,978+1528.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.35% | 61.32%-38.0pp | 64.81%-41.5pp | 550.52%-527.2pp |
| Employer contribution / active EE | $43,000 | $5,316+708.8% | $4,675+819.7% | $4,662+822.4% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.9% | $6,690+355.9% |
| Admin fee / account holder | $7,612 | $19,327-60.6% | $15,923-52.2% | $13,400-43.2% |