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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 | $201,344+2110.4% | $184,243+2315.6% | $145,877+2950.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 38.19% | 29.01%+9.2pp | 28.82%+9.4pp | 551.28%-513.1pp |
| Employer contribution / active EE | $14,815 | $7,022+111.0% | $6,427+130.5% | $4,663+217.7% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $200,000 | $16,382+1120.9% | $13,914+1337.4% | $13,402+1392.3% |