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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 | $1,838,832 | $106,923+1619.8% | $84,023+2088.5% | $152,909+1102.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 35.50% | 105.02%-69.5pp | 71.32%-35.8pp | 345.46%-310.0pp |
| Employer contribution / active EE | $2,000 | $2,735-26.9% | $1,984+0.8% | $4,764-58.0% |
| Participant deferral / active EE | $25,000 | $4,013+523.0% | $3,239+671.8% | $5,851+327.3% |
| Admin fee / account holder | $38,500 | $8,289+364.5% | $6,102+530.9% | $11,601+231.9% |