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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 | $2,543,542 | $168,636+1408.3% | $147,618+1623.1% | $125,388+1928.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.51% | 77.65%-75.1pp | 61.98%-59.5pp | 282.24%-279.7pp |
| Employer contribution / active EE | $34,708 | $6,252+455.1% | $5,565+523.7% | $4,866+613.3% |
| Participant deferral / active EE | $24,000 | $5,507+335.8% | $4,895+390.3% | $5,352+348.5% |
| Admin fee / account holder | $374 | $13,580-97.2% | $11,612-96.8% | $9,541-96.1% |