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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 | $2,237,841 | $117,895+1798.2% | $102,460+2084.1% | $145,897+1433.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.22% | 31.92%-11.7pp | 29.47%-9.2pp | 552.29%-532.1pp |
| Employer contribution / active EE | $17,774 | $3,619+391.1% | $3,025+487.5% | $4,663+281.2% |
| Participant deferral / active EE | $26,780 | $5,736+366.9% | $5,056+429.7% | $6,689+300.3% |
| Admin fee / account holder | $19,536 | $13,353+46.3% | $9,460+106.5% | $13,390+45.9% |