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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 | $172,111+1094.5% | $150,298+1267.9% | $137,256+1397.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.07% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,274 | $4,636-51.0% | $4,154-45.3% | $4,156-45.3% |
| Participant deferral / active EE | $8,625 | $6,166+39.9% | $5,453+58.2% | $6,407+34.6% |
| Admin fee / account holder | $11,315 | $16,471-31.3% | $14,116-19.8% | $12,270-7.8% |