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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 | $88,815+1907.2% | $81,882+2077.2% | $145,897+1121.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.03% | 1033.75%-1023.7pp | 779.47%-769.4pp | 552.29%-542.3pp |
| Employer contribution / active EE | $44,799 | $3,086+1351.5% | $2,916+1436.3% | $4,663+860.8% |
| Participant deferral / active EE | $28,435 | $4,647+511.9% | $4,323+557.7% | $6,689+325.1% |
| Admin fee / account holder | $2,033 | $8,434-75.9% | $7,360-72.4% | $13,390-84.8% |