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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 | $1,924,166 | $157,304+1123.2% | $141,197+1262.8% | $152,909+1158.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.06% | 64.34%-48.3pp | 71.41%-55.3pp | 345.46%-329.4pp |
| Employer contribution / active EE | $14,176 | $5,263+169.4% | $4,736+199.3% | $4,764+197.6% |
| Participant deferral / active EE | $10,303 | $7,111+44.9% | $6,710+53.5% | $5,851+76.1% |
| Admin fee / account holder | $17,172 | $12,126+41.6% | $10,265+67.3% | $11,601+48.0% |