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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 | $3,453,619 | $199,109+1634.5% | $173,730+1887.9% | $154,746+2131.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.41% | 20.02%-5.6pp | 19.96%-5.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $13,069 | $5,311+146.1% | $4,577+185.5% | $4,379+198.4% |
| Participant deferral / active EE | $12,400 | $7,113+74.3% | $6,326+96.0% | $6,730+84.2% |
| Admin fee / account holder | $5,629 | $20,916-73.1% | $17,523-67.9% | $14,365-60.8% |