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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 | $156,398+1487.9% | $147,318+1585.8% | $138,895+1688.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.84% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $7,500 | $4,853+54.5% | $4,593+63.3% | $4,194+78.8% |
| Participant deferral / active EE | $23,000 | $8,237+179.2% | $7,906+190.9% | $6,396+259.6% |
| Admin fee / account holder | $74,105 | $14,976+394.8% | $13,708+440.6% | $12,562+489.9% |