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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 | $2,404,914 | $148,558+1518.8% | $135,925+1669.3% | $139,427+1624.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.26% | 79.22%-64.0pp | 68.25%-53.0pp | 373.27%-358.0pp |
| Employer contribution / active EE | $43,500 | $5,244+729.5% | $4,857+795.6% | $4,752+815.5% |
| Participant deferral / active EE | $30,000 | $8,101+270.3% | $7,759+286.7% | $6,711+347.0% |
| Admin fee / account holder | $9,197 | $12,401-25.8% | $10,764-14.6% | $11,404-19.4% |