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 | $2,025,190 | $183,539+1003.4% | $155,556+1201.9% | $145,897+1288.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.75% | 61.31%-43.6pp | 64.84%-47.1pp | 552.29%-534.5pp |
| Employer contribution / active EE | $40,463 | $5,315+661.3% | $4,675+765.4% | $4,663+767.8% |
| Participant deferral / active EE | $18,635 | $6,467+188.2% | $5,631+230.9% | $6,689+178.6% |
| Admin fee / account holder | $17,748 | $19,275-7.9% | $15,885+11.7% | $13,390+32.5% |