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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 | $3,161,087 | $201,370+1469.8% | $184,256+1615.6% | $145,897+2066.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.62% | 29.05%-13.4pp | 28.85%-13.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $30,750 | $7,024+337.8% | $6,427+378.4% | $4,663+559.5% |
| Participant deferral / active EE | $30,500 | $9,808+211.0% | $9,133+233.9% | $6,689+356.0% |
| Admin fee / account holder | $132,808 | $16,364+711.6% | $13,899+855.5% | $13,390+891.8% |