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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 | $2,279,641 | $183,627+1141.5% | $155,602+1365.0% | $145,978+1461.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.61% | 61.32%-51.7pp | 64.81%-55.2pp | 550.52%-540.9pp |
| Employer contribution / active EE | $69,000 | $5,316+1197.9% | $4,675+1375.9% | $4,662+1380.1% |
| Participant deferral / active EE | $7,500 | $6,466+16.0% | $5,629+33.2% | $6,690+12.1% |
| Admin fee / account holder | $3,077 | $19,327-84.1% | $15,923-80.7% | $13,400-77.0% |