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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 | $2,618,549 | $168,626+1452.9% | $133,698+1858.6% | $145,897+1694.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 29.44% | 1168.99%-1139.6pp | 580.90%-551.5pp | 552.29%-522.9pp |
| Employer contribution / active EE | $12,500 | $5,290+136.3% | $4,218+196.4% | $4,663+168.1% |
| Participant deferral / active EE | $15,250 | $8,688+75.5% | $7,016+117.4% | $6,689+128.0% |
| Admin fee / account holder | $15,887 | $9,638+64.8% | $6,703+137.0% | $13,390+18.6% |