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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 | $2,820,807 | $227,399+1140.5% | $189,758+1386.5% | $198,609+1320.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 27.06% | 61.03%-34.0pp | 52.62%-25.6pp | 202.70%-175.6pp |
| Employer contribution / active EE | $15,000 | $5,526+171.4% | $4,767+214.7% | $5,055+196.7% |
| Participant deferral / active EE | $20,625 | $6,837+201.7% | $5,856+252.2% | $6,977+195.6% |
| Admin fee / account holder | $23,223 | $25,162-7.7% | $20,388+13.9% | $19,030+22.0% |