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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 | $2,107,255 | $174,379+1108.4% | $152,093+1285.5% | $138,895+1417.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.53% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $70,000 | $4,652+1404.8% | $4,175+1576.8% | $4,194+1569.0% |
| Participant deferral / active EE | $8,862 | $6,159+43.9% | $5,451+62.6% | $6,396+38.5% |
| Admin fee / account holder | $164,868 | $16,880+876.7% | $14,497+1037.3% | $12,562+1212.4% |