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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 | $2,589,322 | $111,878+2214.4% | $93,727+2662.6% | $145,897+1674.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 21.12% | 204.28%-183.2pp | 133.83%-112.7pp | 552.29%-531.2pp |
| Employer contribution / active EE | $15,900 | $3,092+414.2% | $2,421+556.6% | $4,663+241.0% |
| Participant deferral / active EE | $12,824 | $4,920+160.6% | $4,417+190.3% | $6,689+91.7% |
| Admin fee / account holder | $29,299 | $10,256+185.7% | $8,292+253.4% | $13,390+118.8% |