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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 | $2,718,891 | $184,014+1377.5% | $161,149+1587.2% | $138,895+1857.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 18.64% | 21.52%-2.9pp | 21.16%-2.5pp | 145.39%-126.8pp |
| Employer contribution / active EE | $27,500 | $5,055+444.0% | $4,360+530.7% | $4,194+555.7% |
| Participant deferral / active EE | $27,500 | $6,909+298.0% | $6,153+346.9% | $6,396+329.9% |
| Admin fee / account holder | $24,529 | $18,027+36.1% | $15,194+61.4% | $12,562+95.3% |