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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 | $1,595,521 | $90,486+1663.3% | $78,676+1928.0% | $273,972+482.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.50% | 75.62%-65.1pp | 62.19%-51.7pp | 41.46%-31.0pp |
| Employer contribution / active EE | $25,217 | $3,175+694.2% | $2,850+784.8% | $4,869+417.9% |
| Participant deferral / active EE | $24,000 | $3,901+515.2% | $3,517+582.4% | $5,287+353.9% |
| Admin fee / account holder | $43,151 | $5,263+719.9% | $4,510+856.8% | $10,133+325.9% |