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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 | $2,087,523 | $183,516+1037.5% | $155,534+1242.2% | $145,884+1331.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 61.43%-49.2pp | 64.92%-52.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $21,879 | $5,315+311.7% | $4,675+368.0% | $4,662+369.3% |
| Participant deferral / active EE | $20,550 | $6,467+217.8% | $5,630+265.0% | $6,690+207.2% |
| Admin fee / account holder | $77,397 | $19,293+301.2% | $15,900+386.8% | $13,392+477.9% |