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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 | $2,245,451 | $100,262+2139.6% | $81,370+2659.6% | $145,897+1439.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.58% | 34.52%-22.9pp | 24.85%-13.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $17,500 | $2,979+487.5% | $2,464+610.3% | $4,663+275.3% |
| Participant deferral / active EE | $30,000 | $4,612+550.4% | $3,885+672.2% | $6,689+348.5% |
| Admin fee / account holder | $21,131 | $8,163+158.9% | $5,749+267.5% | $13,390+57.8% |