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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 | $2,046,880 | $175,231+1068.1% | $149,696+1267.4% | $139,466+1367.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.90% | 166.77%-146.9pp | 134.46%-114.6pp | 373.66%-353.8pp |
| Employer contribution / active EE | $47,125 | $5,478+760.3% | $4,821+877.5% | $4,754+891.3% |
| Participant deferral / active EE | $25,625 | $6,521+292.9% | $5,682+351.0% | $6,712+281.8% |
| Admin fee / account holder | $5,300 | $16,155-67.2% | $13,212-59.9% | $11,409-53.5% |