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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 | $2,030,614 | $289,211+602.1% | $260,467+679.6% | $198,609+922.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 4.50% | 112.90%-108.4pp | 100.60%-96.1pp | 202.70%-198.2pp |
| Employer contribution / active EE | $20,215 | $4,663+333.5% | $4,239+376.9% | $5,055+299.9% |
| Participant deferral / active EE | $11,500 | $6,812+68.8% | $6,319+82.0% | $6,977+64.8% |
| Admin fee / account holder | $46,113 | $16,236+184.0% | $15,461+198.3% | $19,030+142.3% |