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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 | $108,922+2543.6% | $100,398+2768.0% | $145,978+1872.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.94% | 58.04%-40.1pp | 49.32%-31.4pp | 550.52%-532.6pp |
| Employer contribution / active EE | $14,077 | $4,426+218.1% | $3,946+256.8% | $4,662+202.0% |
| Participant deferral / active EE | $11,907 | $8,450+40.9% | $8,084+47.3% | $6,690+78.0% |
| Admin fee / account holder | $99,667 | $9,680+929.6% | $7,893+1162.7% | $13,400+643.8% |