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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 | $2,822,224 | $183,516+1437.9% | $155,534+1714.5% | $145,884+1834.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.28% | 61.43%-33.1pp | 64.92%-36.6pp | 551.85%-523.6pp |
| Employer contribution / active EE | $2,164 | $5,315-59.3% | $4,675-53.7% | $4,662-53.6% |
| Participant deferral / active EE | $8,365 | $6,467+29.4% | $5,630+48.6% | $6,690+25.0% |
| Admin fee / account holder | $6,250 | $19,293-67.6% | $15,900-60.7% | $13,392-53.3% |