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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 | $3,106,460 | $183,592+1592.0% | $155,574+1896.8% | $145,877+2029.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.34% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $6,842 | $5,317+28.7% | $4,676+46.3% | $4,663+46.7% |
| Participant deferral / active EE | $3,850 | $6,466-40.5% | $5,629-31.6% | $6,691-42.5% |
| Admin fee / account holder | $47,754 | $19,316+147.2% | $15,914+200.1% | $13,402+256.3% |