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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 | $2,055,552 | $154,228+1232.8% | $145,433+1313.4% | $137,256+1397.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.01% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $33,698 | $4,804+601.5% | $4,554+639.9% | $4,156+710.8% |
| Participant deferral / active EE | $30,000 | $8,216+265.1% | $7,897+279.9% | $6,407+368.3% |
| Admin fee / account holder | $8,855 | $14,344-38.3% | $13,129-32.6% | $12,270-27.8% |