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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 | $155,555+1866.0% | $146,866+1982.3% | $155,188+1870.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.72% | 115.41%-96.7pp | 102.85%-84.1pp | 148.84%-130.1pp |
| Employer contribution / active EE | $23,967 | $4,647+415.8% | $4,425+441.7% | $4,248+464.2% |
| Participant deferral / active EE | $26,000 | $8,044+223.2% | $7,759+235.1% | $6,531+298.1% |
| Admin fee / account holder | $58,418 | $14,755+295.9% | $13,620+328.9% | $14,480+303.4% |