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 | $3,723,087 | $217,430+1612.3% | $185,854+1903.2% | $167,560+2121.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.71% | 148.44%-133.7pp | 122.12%-107.4pp | 478.94%-464.2pp |
| Employer contribution / active EE | $30,850 | $5,875+425.1% | $5,169+496.8% | $4,840+537.4% |
| Participant deferral / active EE | $20,042 | $6,357+215.3% | $5,569+259.9% | $6,343+216.0% |
| Admin fee / account holder | $5,621 | $19,821-71.6% | $16,246-65.4% | $12,317-54.4% |