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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 | $2,383,334 | $109,904+2068.6% | $97,167+2352.8% | $145,959+1532.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 31.59% | 243.43%-211.8pp | 75.27%-43.7pp | 561.95%-530.4pp |
| Employer contribution / active EE | $25,703 | $3,084+733.3% | $2,729+841.8% | $4,661+451.5% |
| Participant deferral / active EE | $5,000 | $4,676+6.9% | $4,264+17.3% | $6,689-25.2% |
| Admin fee / account holder | $64,824 | $6,216+942.9% | $5,650+1047.3% | $13,398+383.8% |