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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 | $99,921+1993.6% | $85,009+2360.8% | $145,959+1333.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.59% | 83.89%-61.3pp | 66.47%-43.9pp | 561.95%-539.4pp |
| Employer contribution / active EE | $9,365 | $3,233+189.7% | $2,728+243.3% | $4,661+100.9% |
| Participant deferral / active EE | $16,695 | $5,293+215.4% | $4,522+269.2% | $6,689+149.6% |
| Admin fee / account holder | $5,442 | $7,252-25.0% | $6,153-11.5% | $13,398-59.4% |