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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 | $1,827,526 | $103,000+1674.3% | $90,300+1923.8% | $152,885+1095.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 31.29% | 95.19%-63.9pp | 78.11%-46.8pp | 345.39%-314.1pp |
| Employer contribution / active EE | $7,520 | $3,138+139.6% | $2,854+163.5% | $4,763+57.9% |
| Participant deferral / active EE | $13,900 | $4,281+224.7% | $3,884+257.8% | $5,851+137.6% |
| Admin fee / account holder | $16,621 | $6,173+169.2% | $5,353+210.5% | $11,598+43.3% |