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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 | $2,025,190 | $183,516+1003.5% | $155,534+1202.1% | $145,884+1288.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.75% | 61.43%-43.7pp | 64.92%-47.2pp | 551.85%-534.1pp |
| Employer contribution / active EE | $40,463 | $5,315+661.3% | $4,675+765.6% | $4,662+767.9% |
| Participant deferral / active EE | $18,635 | $6,467+188.2% | $5,630+231.0% | $6,690+178.6% |
| Admin fee / account holder | $17,748 | $19,293-8.0% | $15,900+11.6% | $13,392+32.5% |