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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 | $1,655,297 | $150,435+1000.3% | $120,580+1272.8% | $145,897+1034.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 9.21% | 154.60%-145.4pp | 107.48%-98.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $21,427 | $4,352+392.3% | $3,469+517.6% | $4,663+359.6% |
| Participant deferral / active EE | $17,320 | $6,174+180.5% | $4,995+246.7% | $6,689+158.9% |
| Admin fee / account holder | $3,109 | $12,182-74.5% | $9,418-67.0% | $13,390-76.8% |