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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 | $3,058,170 | $196,972+1452.6% | $182,262+1577.9% | $198,609+1439.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.72% | 158.27%-139.6pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $23,967 | $5,364+346.8% | $5,046+375.0% | $5,055+374.1% |
| Participant deferral / active EE | $26,000 | $8,643+200.8% | $8,276+214.1% | $6,977+272.7% |
| Admin fee / account holder | $58,418 | $18,429+217.0% | $16,712+249.6% | $19,030+207.0% |