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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 | $3,024,236 | $111,878+2603.1% | $93,727+3126.7% | $145,897+1972.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 58.76% | 204.28%-145.5pp | 133.83%-75.1pp | 552.29%-493.5pp |
| Employer contribution / active EE | $6,725 | $3,092+117.5% | $2,421+177.7% | $4,663+44.2% |
| Participant deferral / active EE | $15,775 | $4,920+220.6% | $4,417+257.1% | $6,689+135.8% |
| Admin fee / account holder | $52,333 | $10,256+410.2% | $8,292+531.2% | $13,390+290.8% |