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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 | $2,810,722 | $108,942+2480.0% | $100,415+2699.1% | $145,897+1826.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.25% | 58.27%-39.0pp | 49.47%-30.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $11,875 | $4,422+168.5% | $3,943+201.2% | $4,663+154.7% |
| Participant deferral / active EE | $30,500 | $8,461+260.5% | $8,091+277.0% | $6,689+356.0% |
| Admin fee / account holder | $10,670 | $9,702+10.0% | $7,906+35.0% | $13,390-20.3% |