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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 | $2,309,277 | $183,592+1157.8% | $155,574+1384.4% | $145,877+1483.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.83% | 61.37%-44.5pp | 64.87%-48.0pp | 551.28%-534.5pp |
| Employer contribution / active EE | $17,054 | $5,317+220.8% | $4,676+264.7% | $4,663+265.7% |
| Participant deferral / active EE | $21,750 | $6,466+236.4% | $5,629+286.4% | $6,691+225.1% |
| Admin fee / account holder | $75,124 | $19,316+288.9% | $15,914+372.1% | $13,402+460.5% |