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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 | $2,091,911 | $100,073+1990.4% | $85,126+2357.4% | $145,877+1334.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.59% | 84.11%-61.5pp | 66.63%-44.0pp | 551.28%-528.7pp |
| Employer contribution / active EE | $9,365 | $3,236+189.4% | $2,731+242.9% | $4,663+100.8% |
| Participant deferral / active EE | $16,695 | $5,294+215.3% | $4,523+269.1% | $6,691+149.5% |
| Admin fee / account holder | $5,442 | $7,261-25.1% | $6,160-11.7% | $13,402-59.4% |