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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 | $2,186,416 | $184,000+1088.3% | $162,185+1248.1% | $152,909+1329.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.54% | 150.80%-127.3pp | 115.61%-92.1pp | 345.46%-321.9pp |
| Employer contribution / active EE | $23,424 | $6,370+267.7% | $5,613+317.3% | $4,764+391.7% |
| Participant deferral / active EE | $18,800 | $8,033+134.0% | $7,297+157.6% | $5,851+221.3% |
| Admin fee / account holder | $18,000 | $13,124+37.2% | $10,844+66.0% | $11,601+55.2% |