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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 | $2,162,897 | $160,028+1251.6% | $147,080+1370.6% | $145,884+1382.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.38% | 98.60%-81.2pp | 420.17%-402.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $7,500 | $5,286+41.9% | $4,933+52.0% | $4,662+60.9% |
| Participant deferral / active EE | $27,000 | $8,422+220.6% | $8,066+234.7% | $6,690+303.6% |
| Admin fee / account holder | $73,563 | $15,030+389.4% | $12,989+466.4% | $13,392+449.3% |