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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 | $2,123,064 | $185,312+1045.7% | $161,489+1214.7% | $154,746+1272.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.01% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $10,806 | $4,769+126.6% | $4,268+153.2% | $4,379+146.8% |
| Participant deferral / active EE | $10,300 | $6,350+62.2% | $5,630+83.0% | $6,730+53.0% |
| Admin fee / account holder | $109,398 | $18,654+486.4% | $16,006+583.5% | $14,365+661.5% |