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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 | $2,916,747 | $124,314+2246.3% | $109,163+2571.9% | $167,518+1641.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.94% | 26.04%-6.1pp | 25.75%-5.8pp | 478.71%-458.8pp |
| Employer contribution / active EE | $38,500 | $4,209+814.8% | $3,723+934.3% | $4,838+695.7% |
| Participant deferral / active EE | $26,000 | $5,256+394.6% | $4,654+458.7% | $6,342+310.0% |
| Admin fee / account holder | $23,333 | $7,973+192.7% | $6,754+245.5% | $12,312+89.5% |