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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 | $2,443,988 | $198,462+1131.5% | $170,439+1333.9% | $147,585+1556.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.46% | 257.30%-244.8pp | 205.94%-193.5pp | 578.58%-566.1pp |
| Employer contribution / active EE | $16,200 | $6,184+162.0% | $5,433+198.2% | $4,876+232.2% |
| Participant deferral / active EE | $30,000 | $5,629+432.9% | $4,939+507.3% | $5,439+451.6% |
| Admin fee / account holder | $491,680 | $16,852+2817.6% | $13,881+3442.2% | $10,886+4416.8% |