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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 | $5,241,156 | $148,623+3426.5% | $135,974+3754.5% | $139,466+3658.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.31% | 79.30%-57.0pp | 68.30%-46.0pp | 373.66%-351.4pp |
| Employer contribution / active EE | $1,071 | $5,246-79.6% | $4,859-78.0% | $4,754-77.5% |
| Participant deferral / active EE | $15,000 | $8,103+85.1% | $7,760+93.3% | $6,712+123.5% |
| Admin fee / account holder | $119,662 | $12,406+864.6% | $10,767+1011.4% | $11,409+948.9% |