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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 | $2,298,852 | $183,627+1151.9% | $155,602+1377.4% | $145,978+1474.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.92% | 61.32%-51.4pp | 64.81%-54.9pp | 550.52%-540.6pp |
| Employer contribution / active EE | $31,854 | $5,316+499.2% | $4,675+581.3% | $4,662+583.3% |
| Participant deferral / active EE | $23,109 | $6,466+257.4% | $5,629+310.6% | $6,690+245.4% |
| Admin fee / account holder | $58,917 | $19,327+204.8% | $15,923+270.0% | $13,400+339.7% |