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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 | $201,259+1470.7% | $184,200+1616.1% | $145,959+2065.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.62% | 28.98%-13.4pp | 28.80%-13.2pp | 561.95%-546.3pp |
| Employer contribution / active EE | $30,750 | $7,018+338.2% | $6,424+378.7% | $4,661+559.8% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,132+234.0% | $6,689+356.0% |
| Admin fee / account holder | $132,808 | $16,372+711.2% | $13,907+855.0% | $13,398+891.3% |