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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 | $1,978,323 | $165,381+1096.2% | $149,730+1221.3% | $158,966+1144.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.89% | 348.29%-331.4pp | 276.70%-259.8pp | 302.95%-286.1pp |
| Employer contribution / active EE | $7,500 | $5,104+46.9% | $4,645+61.5% | $4,762+57.5% |
| Participant deferral / active EE | $8,500 | $7,182+18.3% | $6,843+24.2% | $5,983+42.1% |
| Admin fee / account holder | $11,100 | $10,809+2.7% | $9,310+19.2% | $11,250-1.3% |