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 | $183,539+1158.2% | $155,556+1384.5% | $145,897+1482.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.83% | 61.31%-44.5pp | 64.84%-48.0pp | 552.29%-535.5pp |
| Employer contribution / active EE | $17,054 | $5,315+220.8% | $4,675+264.7% | $4,663+265.8% |
| Participant deferral / active EE | $21,750 | $6,467+236.3% | $5,631+286.3% | $6,689+225.1% |
| Admin fee / account holder | $75,124 | $19,275+289.8% | $15,885+372.9% | $13,390+461.0% |