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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 | $1,492,116 | $99,652+1397.3% | $78,778+1794.1% | $147,586+911.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 30.87% | 47.28%-16.4pp | 35.62%-4.8pp | 578.59%-547.7pp |
| Employer contribution / active EE | $36,000 | $2,796+1187.7% | $1,986+1713.0% | $4,876+638.3% |
| Participant deferral / active EE | $18,000 | $3,664+391.3% | $2,958+508.5% | $5,439+231.0% |
| Admin fee / account holder | $32,630 | $7,155+356.0% | $5,134+535.6% | $10,886+199.7% |