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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 | $2,873,472 | $211,224+1260.4% | $178,505+1509.7% | $145,897+1869.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.67% | 30.28%-19.6pp | 27.16%-16.5pp | 552.29%-541.6pp |
| Employer contribution / active EE | $15,415 | $4,577+236.8% | $3,955+289.7% | $4,663+230.6% |
| Participant deferral / active EE | $30,480 | $6,966+337.6% | $6,280+385.3% | $6,689+355.7% |
| Admin fee / account holder | $314,111 | $12,109+2494.0% | $10,428+2912.2% | $13,390+2245.8% |