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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 | $2,619,296 | $90,397+2797.6% | $76,002+3346.3% | $145,959+1694.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.58% | 621.97%-605.4pp | 360.07%-343.5pp | 561.95%-545.4pp |
| Employer contribution / active EE | $44,971 | $3,317+1255.7% | $2,688+1572.8% | $4,661+864.9% |
| Participant deferral / active EE | $30,500 | $5,163+490.7% | $4,257+616.5% | $6,689+356.0% |
| Admin fee / account holder | $13,727 | $8,369+64.0% | $6,414+114.0% | $13,398+2.5% |