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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 | $2,346,476 | $108,912+2054.5% | $100,383+2237.5% | $145,959+1507.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 30.36% | 57.96%-27.6pp | 49.26%-18.9pp | 561.95%-531.6pp |
| Employer contribution / active EE | $69,000 | $4,423+1460.1% | $3,944+1649.6% | $4,661+1380.4% |
| Participant deferral / active EE | $5,625 | $8,451-33.4% | $8,086-30.4% | $6,689-15.9% |
| Admin fee / account holder | $51,834 | $9,690+434.9% | $7,900+556.1% | $13,398+286.9% |