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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 | $110,039+2065.9% | $97,260+2350.5% | $145,884+1533.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 31.59% | 244.44%-212.9pp | 75.54%-43.9pp | 551.85%-520.3pp |
| Employer contribution / active EE | $25,703 | $3,074+736.1% | $2,721+844.6% | $4,662+451.3% |
| Participant deferral / active EE | $5,000 | $4,674+7.0% | $4,262+17.3% | $6,690-25.3% |
| Admin fee / account holder | $64,824 | $6,204+945.0% | $5,640+1049.4% | $13,392+384.1% |