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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 | $2,257,458 | $183,592+1129.6% | $155,574+1351.1% | $145,877+1447.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.55% | 61.37%-41.8pp | 64.87%-45.3pp | 551.28%-531.7pp |
| Employer contribution / active EE | $21,707 | $5,317+308.3% | $4,676+364.2% | $4,663+365.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $44,982 | $19,316+132.9% | $15,914+182.6% | $13,402+235.6% |