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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 | $4,087,429 | $182,442+2140.4% | $163,379+2401.8% | $138,895+2842.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.30% | 72.74%-55.4pp | 63.41%-46.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $12,000 | $4,159+188.5% | $3,752+219.8% | $4,194+186.1% |
| Participant deferral / active EE | $27,167 | $6,817+298.5% | $6,282+332.5% | $6,396+324.7% |
| Admin fee / account holder | $7,920 | $10,396-23.8% | $9,818-19.3% | $12,562-37.0% |