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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 | $2,020,170 | $167,504+1106.0% | $151,628+1232.3% | $134,509+1401.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.15% | 7.81%-23.0pp | 3.34%-18.5pp | 418.13%-433.3pp |
| Employer contribution / active EE | $21,347 | $6,828+212.6% | $6,165+246.3% | $4,741+350.3% |
| Participant deferral / active EE | $23,750 | $8,985+164.3% | $8,363+184.0% | $6,400+271.1% |
| Admin fee / account holder | $12,025 | $13,779-12.7% | $11,613+3.5% | $11,427+5.2% |