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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 | $2,168,631 | $183,592+1081.2% | $155,567+1294.0% | $145,959+1385.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.23% | 61.24%-51.0pp | 64.74%-54.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $45,375 | $5,315+753.8% | $4,674+870.8% | $4,661+873.5% |
| Participant deferral / active EE | $28,625 | $6,464+342.8% | $5,628+408.6% | $6,689+328.0% |
| Admin fee / account holder | $593,117 | $19,318+2970.2% | $15,916+3626.4% | $13,398+4327.0% |