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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 | $2,483,445 | $162,136+1431.7% | $152,301+1530.6% | $154,746+1504.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.84% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $7,500 | $4,890+53.4% | $4,624+62.2% | $4,379+71.3% |
| Participant deferral / active EE | $23,000 | $8,341+175.8% | $8,004+187.4% | $6,730+241.7% |
| Admin fee / account holder | $74,105 | $15,759+370.2% | $14,398+414.7% | $14,365+415.9% |