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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 | $172,111+1538.9% | $150,298+1776.8% | $137,256+1955.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 27.06% | 69.37%-42.3pp | 62.79%-35.7pp | 220.34%-193.3pp |
| Employer contribution / active EE | $15,000 | $4,636+223.5% | $4,154+261.1% | $4,156+260.9% |
| Participant deferral / active EE | $20,625 | $6,166+234.5% | $5,453+278.3% | $6,407+221.9% |
| Admin fee / account holder | $23,223 | $16,471+41.0% | $14,116+64.5% | $12,270+89.3% |