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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 | $2,099,989 | $159,934+1213.0% | $147,005+1328.5% | $145,959+1338.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.76% | 98.24%-82.5pp | 418.76%-403.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $33,000 | $5,287+524.1% | $4,934+568.8% | $4,661+608.0% |
| Participant deferral / active EE | $13,299 | $8,427+57.8% | $8,070+64.8% | $6,689+98.8% |
| Admin fee / account holder | $104,470 | $15,053+594.0% | $13,006+703.2% | $13,398+679.8% |