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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 | $4,450,545 | $201,372+2110.1% | $184,260+2315.4% | $145,884+2950.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 38.19% | 29.04%+9.1pp | 28.84%+9.3pp | 551.85%-513.7pp |
| Employer contribution / active EE | $14,815 | $7,024+110.9% | $6,427+130.5% | $4,662+217.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $200,000 | $16,362+1122.3% | $13,898+1339.1% | $13,392+1393.4% |