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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 | $2,492,643 | $172,111+1348.3% | $150,298+1558.5% | $137,256+1716.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.87% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $18,201 | $4,636+292.6% | $4,154+338.1% | $4,156+337.9% |
| Participant deferral / active EE | $34,750 | $6,166+463.6% | $5,453+537.3% | $6,407+442.4% |
| Admin fee / account holder | $358 | $16,471-97.8% | $14,116-97.5% | $12,270-97.1% |