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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 | $2,268,067 | $183,592+1135.4% | $155,567+1357.9% | $145,959+1453.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.75% | 61.24%-41.5pp | 64.74%-45.0pp | 561.95%-542.2pp |
| Employer contribution / active EE | $54,364 | $5,315+922.9% | $4,674+1063.1% | $4,661+1066.4% |
| Participant deferral / active EE | $30,727 | $6,464+375.3% | $5,628+446.0% | $6,689+359.4% |
| Admin fee / account holder | $118,273 | $19,318+512.2% | $15,916+643.1% | $13,398+782.8% |