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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 | $2,055,079 | $162,529+1164.4% | $130,788+1471.3% | $154,746+1228.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.38% | 510.48%-498.1pp | 386.44%-374.1pp | 172.34%-160.0pp |
| Employer contribution / active EE | $46,500 | $4,447+945.5% | $3,558+1206.9% | $4,379+961.9% |
| Participant deferral / active EE | $23,500 | $4,808+388.7% | $4,137+468.0% | $6,730+249.2% |
| Admin fee / account holder | $16,953 | $7,669+121.1% | $6,673+154.1% | $14,365+18.0% |