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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 | $3,015,200 | $176,120+1612.0% | $159,487+1790.6% | $167,553+1699.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.45% | 331.95%-311.5pp | 263.71%-243.3pp | 478.89%-458.4pp |
| Employer contribution / active EE | $14,149 | $5,299+167.0% | $4,831+192.9% | $4,840+192.3% |
| Participant deferral / active EE | $12,067 | $7,752+55.7% | $7,354+64.1% | $6,343+90.2% |
| Admin fee / account holder | $158,971 | $12,561+1165.6% | $10,804+1371.5% | $12,316+1190.7% |