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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 | $159,934+1252.4% | $147,005+1371.3% | $145,959+1381.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.38% | 98.24%-80.9pp | 418.76%-401.4pp | 561.95%-544.6pp |
| Employer contribution / active EE | $7,500 | $5,287+41.8% | $4,934+52.0% | $4,661+60.9% |
| Participant deferral / active EE | $27,000 | $8,427+220.4% | $8,070+234.6% | $6,689+303.7% |
| Admin fee / account holder | $73,563 | $15,053+388.7% | $13,006+465.6% | $13,398+449.1% |