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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 | $2,089,636 | $182,442+1045.4% | $163,379+1179.0% | $138,895+1404.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.17% | 72.74%-59.6pp | 63.41%-50.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $31,000 | $4,159+645.3% | $3,752+726.1% | $4,194+639.1% |
| Participant deferral / active EE | $21,917 | $6,817+221.5% | $6,282+248.9% | $6,396+242.7% |
| Admin fee / account holder | $13,772 | $10,396+32.5% | $9,818+40.3% | $12,562+9.6% |