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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 | $2,879,423 | $108,942+2543.1% | $100,415+2767.5% | $145,897+1873.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.94% | 58.27%-40.3pp | 49.47%-31.5pp | 552.29%-534.4pp |
| Employer contribution / active EE | $14,077 | $4,422+218.3% | $3,943+257.0% | $4,663+201.9% |
| Participant deferral / active EE | $11,907 | $8,461+40.7% | $8,091+47.2% | $6,689+78.0% |
| Admin fee / account holder | $99,667 | $9,702+927.3% | $7,906+1160.6% | $13,390+644.3% |