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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 | $3,572,404 | $212,386+1582.0% | $199,883+1687.2% | $138,895+2472.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 24.86% | 47.75%-22.9pp | 43.81%-18.9pp | 145.39%-120.5pp |
| Employer contribution / active EE | $1,644 | $6,625-75.2% | $6,261-73.7% | $4,194-60.8% |
| Participant deferral / active EE | $15,500 | $9,617+61.2% | $9,138+69.6% | $6,396+142.3% |
| Admin fee / account holder | $130,753 | $18,233+617.1% | $17,268+657.2% | $12,562+940.8% |