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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 | $2,209,526 | $211,288+945.7% | $178,540+1137.6% | $145,884+1414.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 30.35% | 30.27%+0.1pp | 27.15%+3.2pp | 551.85%-521.5pp |
| Employer contribution / active EE | $8,357 | $4,574+82.7% | $3,953+111.4% | $4,662+79.2% |
| Participant deferral / active EE | $30,500 | $6,967+337.8% | $6,281+385.6% | $6,690+355.9% |
| Admin fee / account holder | $9,499 | $12,105-21.5% | $10,424-8.9% | $13,392-29.1% |