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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 | $183,592+1260.5% | $155,574+1505.5% | $145,877+1612.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.62% | 61.37%-33.8pp | 64.87%-37.3pp | 551.28%-523.7pp |
| Employer contribution / active EE | $16,549 | $5,317+211.3% | $4,676+253.9% | $4,663+254.9% |
| Participant deferral / active EE | $12,532 | $6,466+93.8% | $5,629+122.6% | $6,691+87.3% |
| Admin fee / account holder | $18,887 | $19,316-2.2% | $15,914+18.7% | $13,402+40.9% |