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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 | $2,055,932 | $185,312+1009.4% | $161,489+1173.1% | $154,746+1228.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.07% | 103.84%-90.8pp | 89.72%-76.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,274 | $4,769-52.3% | $4,268-46.7% | $4,379-48.1% |
| Participant deferral / active EE | $8,625 | $6,350+35.8% | $5,630+53.2% | $6,730+28.2% |
| Admin fee / account holder | $11,315 | $18,654-39.3% | $16,006-29.3% | $14,365-21.2% |