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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 | $3,094,230 | $185,312+1569.7% | $161,489+1816.1% | $154,746+1899.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.24% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,589 | $4,769-66.7% | $4,268-62.8% | $4,379-63.7% |
| Participant deferral / active EE | $31,000 | $6,350+388.2% | $5,630+450.6% | $6,730+360.6% |
| Admin fee / account holder | $131,646 | $18,654+605.7% | $16,006+722.5% | $14,365+816.4% |