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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 | $185,312+1292.3% | $161,489+1497.7% | $154,746+1567.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.87% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $17,985 | $4,769+277.1% | $4,268+321.4% | $4,379+310.7% |
| Participant deferral / active EE | $9,747 | $6,350+53.5% | $5,630+73.1% | $6,730+44.8% |
| Admin fee / account holder | $379,382 | $18,654+1933.7% | $16,006+2270.3% | $14,365+2541.0% |