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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 | $3,165,173 | $217,432+1355.7% | $185,851+1603.1% | $167,553+1789.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.08% | 148.43%-139.3pp | 122.11%-113.0pp | 478.89%-469.8pp |
| Employer contribution / active EE | $18,632 | $5,874+217.2% | $5,168+260.5% | $4,840+285.0% |
| Participant deferral / active EE | $18,200 | $6,357+186.3% | $5,569+226.8% | $6,343+186.9% |
| Admin fee / account holder | $103,810 | $19,820+423.8% | $16,245+539.0% | $12,316+742.9% |