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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 | $2,945,620 | $209,336+1307.1% | $197,124+1394.3% | $137,256+2046.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.41% | 48.09%-29.7pp | 44.34%-25.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $19,818 | $6,591+200.7% | $6,227+218.2% | $4,156+376.9% |
| Participant deferral / active EE | $12,733 | $9,614+32.4% | $9,135+39.4% | $6,407+98.7% |
| Admin fee / account holder | $109,782 | $17,308+534.3% | $16,298+573.6% | $12,270+794.7% |