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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 | $2,497,742 | $183,539+1260.9% | $155,556+1505.7% | $145,897+1612.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.62% | 61.31%-33.7pp | 64.84%-37.2pp | 552.29%-524.7pp |
| Employer contribution / active EE | $16,549 | $5,315+211.3% | $4,675+253.9% | $4,663+254.9% |
| Participant deferral / active EE | $12,532 | $6,467+93.8% | $5,631+122.6% | $6,689+87.3% |
| Admin fee / account holder | $18,887 | $19,275-2.0% | $15,885+18.9% | $13,390+41.1% |