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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 | $1,144,470 | $93,346+1126.0% | $71,796+1494.1% | $273,972+317.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.59% | 130.39%-123.8pp | 78.04%-71.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $35,000 | $2,733+1180.5% | $1,924+1718.7% | $4,869+618.9% |
| Participant deferral / active EE | $18,000 | $3,475+418.0% | $2,794+544.1% | $5,287+240.4% |
| Admin fee / account holder | $31,000 | $6,571+371.8% | $4,815+543.8% | $10,133+205.9% |