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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 | $1,825,921 | $102,595+1679.7% | $94,057+1841.3% | $154,746+1079.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.82% | 583.42%-568.6pp | 480.62%-465.8pp | 172.34%-157.5pp |
| Employer contribution / active EE | $27,000 | $3,147+757.9% | $2,933+820.5% | $4,379+516.6% |
| Participant deferral / active EE | $24,978 | $5,118+388.0% | $4,709+430.4% | $6,730+271.1% |
| Admin fee / account holder | $334,383 | $7,736+4222.4% | $7,244+4515.7% | $14,365+2227.7% |