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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 | $2,232,194 | $185,225+1105.1% | $142,898+1462.1% | $167,536+1232.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 8.58% | 8558.12%-8549.5pp | 5639.64%-5631.1pp | 478.82%-470.2pp |
| Employer contribution / active EE | $31,568 | $5,607+463.0% | $4,146+661.4% | $4,839+552.3% |
| Participant deferral / active EE | $3,250 | $4,496-27.7% | $3,838-15.3% | $6,342-48.8% |
| Admin fee / account holder | $17,701 | $8,032+120.4% | $6,560+169.8% | $12,315+43.7% |