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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 | $3,099,915 | $154,228+1910.0% | $145,433+2031.5% | $137,256+2158.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.12% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $19,350 | $4,804+302.8% | $4,554+324.9% | $4,156+365.6% |
| Participant deferral / active EE | $19,167 | $8,216+133.3% | $7,897+142.7% | $6,407+199.2% |
| Admin fee / account holder | $60,730 | $14,344+323.4% | $13,129+362.6% | $12,270+394.9% |