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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 | $2,183,252 | $175,231+1145.9% | $149,696+1358.5% | $139,466+1465.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.32% | 166.77%-154.4pp | 134.46%-122.1pp | 373.66%-361.3pp |
| Employer contribution / active EE | $46,032 | $5,478+740.3% | $4,821+854.9% | $4,754+868.3% |
| Participant deferral / active EE | $30,000 | $6,521+360.0% | $5,682+428.0% | $6,712+347.0% |
| Admin fee / account holder | $14,836 | $16,155-8.2% | $13,212+12.3% | $11,409+30.0% |