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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 | $1,782,705 | $88,754+1908.6% | $81,820+2078.8% | $145,877+1122.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.03% | 1031.77%-1021.7pp | 777.93%-767.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $44,799 | $3,085+1352.0% | $2,915+1436.8% | $4,663+860.7% |
| Participant deferral / active EE | $28,435 | $4,648+511.8% | $4,323+557.8% | $6,691+325.0% |
| Admin fee / account holder | $2,033 | $8,424-75.9% | $7,391-72.5% | $13,402-84.8% |