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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 | $8,717,276 | $161,352+5302.6% | $134,172+6397.1% | $137,256+6251.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.39% | 28.72%-15.3pp | 25.30%-11.9pp | 220.34%-207.0pp |
| Employer contribution / active EE | $13,500 | $4,099+229.4% | $3,420+294.7% | $4,156+224.8% |
| Participant deferral / active EE | $32,875 | $5,552+492.1% | $4,690+600.9% | $6,407+413.1% |
| Admin fee / account holder | $8,907 | $15,028-40.7% | $12,016-25.9% | $12,270-27.4% |