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 | $2,761,334 | $209,424+1218.5% | $178,510+1446.9% | $158,988+1636.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.35% | 188.82%-173.5pp | 151.13%-135.8pp | 303.00%-287.7pp |
| Employer contribution / active EE | $13,427 | $5,707+135.3% | $5,011+167.9% | $4,763+181.9% |
| Participant deferral / active EE | $16,423 | $5,955+175.8% | $5,202+215.7% | $5,983+174.5% |
| Admin fee / account holder | $6,671 | $17,080-60.9% | $13,988-52.3% | $11,252-40.7% |