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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 | $2,350,454 | $185,883+1164.5% | $170,043+1282.3% | $139,466+1585.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 41.39% | 60.54%-19.2pp | 53.40%-12.0pp | 373.66%-332.3pp |
| Employer contribution / active EE | $27,962 | $7,596+268.1% | $6,790+311.8% | $4,754+488.2% |
| Participant deferral / active EE | $17,865 | $11,626+53.7% | $10,410+71.6% | $6,712+166.2% |
| Admin fee / account holder | $20,483 | $15,393+33.1% | $12,824+59.7% | $11,409+79.5% |