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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 | $3,441,641 | $217,432+1482.9% | $185,849+1751.8% | $167,536+1954.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.44% | 148.42%-126.0pp | 122.10%-99.7pp | 478.82%-456.4pp |
| Employer contribution / active EE | $1,500 | $5,875-74.5% | $5,169-71.0% | $4,839-69.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $49,721 | $19,818+150.9% | $16,244+206.1% | $12,315+303.8% |