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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 | $210,698+1263.8% | $178,014+1514.2% | $145,959+1868.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.67% | 386.27%-375.6pp | 294.80%-284.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $15,415 | $4,567+237.5% | $3,950+290.3% | $4,661+230.7% |
| Participant deferral / active EE | $30,480 | $6,958+338.0% | $6,276+385.6% | $6,689+355.7% |
| Admin fee / account holder | $314,111 | $12,016+2514.1% | $10,362+2931.5% | $13,398+2244.5% |