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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 | $2,303,147 | $176,786+1202.8% | $146,643+1470.6% | $167,536+1274.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 30.38% | 24.04%+6.3pp | 22.75%+7.6pp | 478.82%-448.4pp |
| Employer contribution / active EE | $31,500 | $5,161+510.3% | $4,137+661.5% | $4,839+551.0% |
| Participant deferral / active EE | $14,918 | $6,440+131.6% | $5,506+170.9% | $6,342+135.2% |
| Admin fee / account holder | $20,000 | $13,262+50.8% | $10,280+94.5% | $12,315+62.4% |