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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 | $1,734,017 | $157,276+1002.5% | $141,177+1128.3% | $152,885+1034.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.64% | 64.33%-42.7pp | 71.40%-49.8pp | 345.39%-323.7pp |
| Employer contribution / active EE | $3,250 | $5,262-38.2% | $4,736-31.4% | $4,763-31.8% |
| Participant deferral / active EE | $12,500 | $7,110+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $118,869 | $12,123+880.5% | $10,263+1058.2% | $11,598+924.9% |