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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 | $4,250,024 | $172,111+2369.4% | $150,298+2727.7% | $137,256+2996.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 40.01% | 69.37%-29.4pp | 62.79%-22.8pp | 220.34%-180.3pp |
| Employer contribution / active EE | $18,400 | $4,636+296.9% | $4,154+342.9% | $4,156+342.7% |
| Participant deferral / active EE | $23,656 | $6,166+283.7% | $5,453+333.8% | $6,407+269.2% |
| Admin fee / account holder | $10,197 | $16,471-38.1% | $14,116-27.8% | $12,270-16.9% |