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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 | $1,995,306 | $112,935+1666.8% | $90,970+2093.4% | $158,966+1155.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.60% | 215.79%-210.2pp | 134.58%-129.0pp | 302.95%-297.3pp |
| Employer contribution / active EE | $17,621 | $2,895+508.8% | $2,122+730.2% | $4,762+270.0% |
| Participant deferral / active EE | $10,916 | $4,129+164.4% | $3,373+223.6% | $5,983+82.4% |
| Admin fee / account holder | $60,482 | $8,045+651.8% | $5,960+914.8% | $11,250+437.6% |