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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 | $1,716,476 | $152,612+1024.7% | $125,192+1271.1% | $152,897+1022.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.58% | 54.85%-38.3pp | 43.79%-27.2pp | 345.43%-328.9pp |
| Employer contribution / active EE | $37,832 | $4,947+664.7% | $3,866+878.6% | $4,764+694.2% |
| Participant deferral / active EE | $25,000 | $5,868+326.0% | $4,937+406.4% | $5,851+327.3% |
| Admin fee / account holder | $387,562 | $13,437+2784.3% | $9,704+3893.9% | $11,599+3241.2% |