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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 | $2,227,819 | $176,120+1164.9% | $159,487+1296.9% | $167,553+1229.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.00% | 331.95%-315.0pp | 263.71%-246.7pp | 478.89%-461.9pp |
| Employer contribution / active EE | $26,197 | $5,299+394.3% | $4,831+442.2% | $4,840+441.3% |
| Participant deferral / active EE | $15,323 | $7,752+97.7% | $7,354+108.4% | $6,343+141.6% |
| Admin fee / account holder | $66,200 | $12,561+427.0% | $10,804+512.8% | $12,316+437.5% |