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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 | $2,304,677 | $174,379+1221.6% | $152,093+1415.3% | $138,895+1559.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.26% | 74.86%-62.6pp | 66.36%-54.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $83,250 | $4,652+1689.6% | $4,175+1894.2% | $4,194+1884.9% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $17,496 | $16,880+3.6% | $14,497+20.7% | $12,562+39.3% |