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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 | $183,627+1081.0% | $155,602+1293.7% | $145,978+1385.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.23% | 61.32%-51.1pp | 64.81%-54.6pp | 550.52%-540.3pp |
| Employer contribution / active EE | $45,375 | $5,316+753.5% | $4,675+870.5% | $4,662+873.3% |
| Participant deferral / active EE | $28,625 | $6,466+342.7% | $5,629+408.6% | $6,690+327.9% |
| Admin fee / account holder | $593,117 | $19,327+2968.8% | $15,923+3624.8% | $13,400+4326.1% |