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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 | $223,823+1216.1% | $211,142+1295.1% | $154,746+1803.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.41% | 50.39%-32.0pp | 46.84%-28.4pp | 172.34%-153.9pp |
| Employer contribution / active EE | $19,818 | $6,787+192.0% | $6,442+207.6% | $4,379+352.6% |
| Participant deferral / active EE | $12,733 | $9,750+30.6% | $9,284+37.2% | $6,730+89.2% |
| Admin fee / account holder | $109,782 | $19,707+457.1% | $19,076+475.5% | $14,365+664.2% |