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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 | $2,363,728 | $196,972+1100.0% | $182,262+1196.9% | $198,609+1090.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.63% | 158.27%-142.6pp | 140.60%-125.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $17,800 | $5,364+231.9% | $5,046+252.8% | $5,055+252.1% |
| Participant deferral / active EE | $7,833 | $8,643-9.4% | $8,276-5.4% | $6,977+12.3% |
| Admin fee / account holder | $13,605 | $18,429-26.2% | $16,712-18.6% | $19,030-28.5% |