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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 | $2,992,844 | $162,136+1745.9% | $152,301+1865.1% | $154,746+1834.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.62% | 91.02%-79.4pp | 80.50%-68.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,000 | $4,890-79.6% | $4,624-78.4% | $4,379-77.2% |
| Participant deferral / active EE | $3,125 | $8,341-62.5% | $8,004-61.0% | $6,730-53.6% |
| Admin fee / account holder | $67,420 | $15,759+327.8% | $14,398+368.3% | $14,365+369.3% |