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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 | $117,859+1798.7% | $102,438+2084.6% | $145,959+1433.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.22% | 31.72%-11.5pp | 29.37%-9.1pp | 561.95%-541.7pp |
| Employer contribution / active EE | $17,774 | $3,615+391.7% | $3,024+487.8% | $4,661+281.4% |
| Participant deferral / active EE | $26,780 | $5,732+367.2% | $5,054+429.9% | $6,689+300.4% |
| Admin fee / account holder | $19,536 | $13,318+46.7% | $9,448+106.8% | $13,398+45.8% |