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 | $2,445,355 | $183,539+1232.3% | $155,556+1472.0% | $145,897+1576.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.16% | 61.31%-48.1pp | 64.84%-51.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $43,863 | $5,315+725.2% | $4,675+838.2% | $4,663+840.7% |
| Participant deferral / active EE | $26,722 | $6,467+313.2% | $5,631+374.6% | $6,689+299.5% |
| Admin fee / account holder | $9,635 | $19,275-50.0% | $15,885-39.3% | $13,390-28.0% |