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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 | $2,417,917 | $211,288+1044.4% | $178,540+1254.3% | $145,884+1557.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.66% | 30.27%-19.6pp | 27.15%-16.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $57,500 | $4,574+1157.2% | $3,953+1354.6% | $4,662+1133.3% |
| Participant deferral / active EE | $15,250 | $6,967+118.9% | $6,281+142.8% | $6,690+128.0% |
| Admin fee / account holder | $1,988 | $12,105-83.6% | $10,424-80.9% | $13,392-85.2% |