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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 | $2,992,302 | $209,336+1329.4% | $197,124+1418.0% | $137,256+2080.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.21% | 48.09%-32.9pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $5,976 | $6,591-9.3% | $6,227-4.0% | $4,156+43.8% |
| Participant deferral / active EE | $14,015 | $9,614+45.8% | $9,135+53.4% | $6,407+118.8% |
| Admin fee / account holder | $63,039 | $17,308+264.2% | $16,298+286.8% | $12,270+413.8% |