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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 | $2,553,305 | $201,370+1168.0% | $184,256+1285.7% | $145,897+1650.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.47% | 29.05%+5.4pp | 28.85%+5.6pp | 552.29%-517.8pp |
| Employer contribution / active EE | $7,570 | $7,024+7.8% | $6,427+17.8% | $4,663+62.3% |
| Participant deferral / active EE | $30,000 | $9,808+205.9% | $9,133+228.5% | $6,689+348.5% |
| Admin fee / account holder | $72,337 | $16,364+342.0% | $13,899+420.4% | $13,390+440.2% |