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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 | $1,849,920 | $156,970+1078.5% | $121,210+1426.2% | $139,487+1226.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.77% | 1477.10%-1466.3pp | 987.41%-976.6pp | 373.84%-363.1pp |
| Employer contribution / active EE | $16,500 | $5,546+197.5% | $4,171+295.6% | $4,755+247.0% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $76,072 | $6,947+995.0% | $5,647+1247.1% | $11,407+566.9% |