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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 | $2,070,109 | $182,442+1034.7% | $163,379+1167.1% | $138,895+1390.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 10.69% | 72.74%-62.1pp | 63.41%-52.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $15,750 | $4,159+278.7% | $3,752+319.7% | $4,194+275.5% |
| Participant deferral / active EE | $35,583 | $6,817+422.0% | $6,282+466.5% | $6,396+456.3% |
| Admin fee / account holder | $160,201 | $10,396+1441.1% | $9,818+1531.7% | $12,562+1175.3% |