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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 | $3,087,818 | $150,412+1952.9% | $120,574+2460.9% | $145,884+2016.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.41% | 154.50%-134.1pp | 107.42%-87.0pp | 551.85%-531.4pp |
| Employer contribution / active EE | $4,257 | $4,355-2.2% | $3,471+22.7% | $4,662-8.7% |
| Participant deferral / active EE | $16,488 | $6,175+167.0% | $4,996+230.0% | $6,690+146.5% |
| Admin fee / account holder | $5,793 | $12,224-52.6% | $9,445-38.7% | $13,392-56.7% |