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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 | $2,796,481 | $162,967+1616.0% | $135,792+1959.4% | $138,895+1913.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 12.50% | 30.08%-17.6pp | 25.96%-13.5pp | 145.39%-132.9pp |
| Employer contribution / active EE | $4,896 | $4,211+16.3% | $3,496+40.1% | $4,194+16.7% |
| Participant deferral / active EE | $14,868 | $5,640+163.6% | $4,759+212.4% | $6,396+132.5% |
| Admin fee / account holder | $2,950 | $15,306-80.7% | $12,266-76.0% | $12,562-76.5% |