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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 | $2,580,125 | $172,111+1399.1% | $150,298+1616.7% | $137,256+1779.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.87% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $17,985 | $4,636+287.9% | $4,154+332.9% | $4,156+332.7% |
| Participant deferral / active EE | $9,747 | $6,166+58.1% | $5,453+78.8% | $6,407+52.1% |
| Admin fee / account holder | $379,382 | $16,471+2203.3% | $14,116+2587.6% | $12,270+2991.9% |