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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 | $2,722,461 | $110,379+2366.5% | $102,412+2558.3% | $145,884+1766.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.90% | 24.84%-5.9pp | 24.94%-6.0pp | 551.85%-532.9pp |
| Employer contribution / active EE | $46,532 | $4,216+1003.7% | $3,870+1102.4% | $4,662+898.1% |
| Participant deferral / active EE | $8,715 | $5,622+55.0% | $5,060+72.2% | $6,690+30.3% |
| Admin fee / account holder | $24,536 | $9,745+151.8% | $8,388+192.5% | $13,392+83.2% |