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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 | $2,126,218 | $183,516+1058.6% | $155,534+1267.0% | $145,884+1357.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.96% | 61.43%-44.5pp | 64.92%-48.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $38,908 | $5,315+632.1% | $4,675+732.3% | $4,662+734.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,650 | $19,293-34.4% | $15,900-20.4% | $13,392-5.5% |