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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 | $2,604,567 | $217,432+1097.9% | $185,849+1301.4% | $167,536+1454.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.93% | 148.42%-126.5pp | 122.10%-100.2pp | 478.82%-456.9pp |
| Employer contribution / active EE | $2,829 | $5,875-51.8% | $5,169-45.3% | $4,839-41.5% |
| Participant deferral / active EE | $12,119 | $6,357+90.6% | $5,569+117.6% | $6,342+91.1% |
| Admin fee / account holder | $10,489 | $19,818-47.1% | $16,244-35.4% | $12,315-14.8% |