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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 | $5,634,238 | $148,629+3690.8% | $135,982+4043.4% | $139,487+3939.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.21% | 79.33%-56.1pp | 68.32%-45.1pp | 373.84%-350.6pp |
| Employer contribution / active EE | $15,786 | $5,247+200.9% | $4,859+224.9% | $4,755+232.0% |
| Participant deferral / active EE | $12,400 | $8,102+53.0% | $7,760+59.8% | $6,713+84.7% |
| Admin fee / account holder | $32,813 | $12,406+164.5% | $10,767+204.7% | $11,407+187.6% |