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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 | $117,829+1799.2% | $102,423+2084.9% | $145,877+1434.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.22% | 31.83%-11.6pp | 29.42%-9.2pp | 551.28%-531.1pp |
| Employer contribution / active EE | $17,774 | $3,615+391.7% | $3,023+488.0% | $4,663+281.2% |
| Participant deferral / active EE | $26,780 | $5,732+367.2% | $5,054+429.9% | $6,691+300.3% |
| Admin fee / account holder | $19,536 | $13,335+46.5% | $9,455+106.6% | $13,402+45.8% |