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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 | $110,093+2064.8% | $97,295+2349.6% | $145,897+1533.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 31.59% | 244.76%-213.2pp | 75.62%-44.0pp | 552.29%-520.7pp |
| Employer contribution / active EE | $25,703 | $3,077+735.3% | $2,723+844.0% | $4,663+451.3% |
| Participant deferral / active EE | $5,000 | $4,678+6.9% | $4,264+17.3% | $6,689-25.3% |
| Admin fee / account holder | $64,824 | $6,212+943.5% | $5,646+1048.1% | $13,390+384.1% |