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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 | $2,272,714 | $175,231+1197.0% | $149,696+1418.2% | $139,466+1529.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.38% | 166.77%-144.4pp | 134.46%-112.1pp | 373.66%-351.3pp |
| Employer contribution / active EE | $51,035 | $5,478+831.6% | $4,821+958.7% | $4,754+973.5% |
| Participant deferral / active EE | $11,330 | $6,521+73.7% | $5,682+99.4% | $6,712+68.8% |
| Admin fee / account holder | $124,151 | $16,155+668.5% | $13,212+839.7% | $11,409+988.2% |