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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 | $3,837,148 | $154,228+2388.0% | $145,433+2538.4% | $137,256+2695.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 34.20% | 74.59%-40.4pp | 66.58%-32.4pp | 220.34%-186.1pp |
| Employer contribution / active EE | $14,079 | $4,804+193.1% | $4,554+209.1% | $4,156+238.8% |
| Participant deferral / active EE | $12,400 | $8,216+50.9% | $7,897+57.0% | $6,407+93.5% |
| Admin fee / account holder | $34,002 | $14,344+137.1% | $13,129+159.0% | $12,270+177.1% |