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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 | $162,136+2266.6% | $152,301+2419.4% | $154,746+2379.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 34.20% | 91.02%-56.8pp | 80.50%-46.3pp | 172.34%-138.1pp |
| Employer contribution / active EE | $14,079 | $4,890+187.9% | $4,624+204.4% | $4,379+221.5% |
| Participant deferral / active EE | $12,400 | $8,341+48.7% | $8,004+54.9% | $6,730+84.2% |
| Admin fee / account holder | $34,002 | $15,759+115.8% | $14,398+136.2% | $14,365+136.7% |