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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 | $3,071,265 | $201,259+1426.0% | $184,200+1567.4% | $145,959+2004.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.52% | 28.98%+1.5pp | 28.80%+1.7pp | 561.95%-531.4pp |
| Employer contribution / active EE | $31,159 | $7,018+344.0% | $6,424+385.1% | $4,661+568.5% |
| Participant deferral / active EE | $17,384 | $9,806+77.3% | $9,132+90.4% | $6,689+159.9% |
| Admin fee / account holder | $31,827 | $16,372+94.4% | $13,907+128.9% | $13,398+137.6% |