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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 | $2,735,463 | $181,062+1410.8% | $158,223+1628.9% | $155,188+1662.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.15% | 57.39%-44.2pp | 52.09%-38.9pp | 148.84%-135.7pp |
| Employer contribution / active EE | $3,578 | $4,565-21.6% | $4,109-12.9% | $4,248-15.8% |
| Participant deferral / active EE | $12,500 | $6,134+103.8% | $5,467+128.6% | $6,531+91.4% |
| Admin fee / account holder | $108,129 | $18,825+474.4% | $16,047+573.8% | $14,480+646.8% |