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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 | $2,635,076 | $201,372+1208.6% | $184,260+1330.1% | $145,884+1706.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.89% | 29.04%-2.2pp | 28.84%-2.0pp | 551.85%-525.0pp |
| Employer contribution / active EE | $48,262 | $7,024+587.1% | $6,427+650.9% | $4,662+935.2% |
| Participant deferral / active EE | $26,750 | $9,808+172.7% | $9,133+192.9% | $6,690+299.9% |
| Admin fee / account holder | $71,712 | $16,362+338.3% | $13,898+416.0% | $13,392+435.5% |