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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 | $3,576,399 | $149,040+2299.6% | $120,225+2874.8% | $137,256+2505.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.27% | 605.68%-591.4pp | 439.23%-425.0pp | 220.34%-206.1pp |
| Employer contribution / active EE | $46,500 | $4,350+968.9% | $3,475+1238.0% | $4,156+1018.9% |
| Participant deferral / active EE | $31,000 | $4,655+566.0% | $3,999+675.2% | $6,407+383.9% |
| Admin fee / account holder | $28,754 | $6,348+353.0% | $5,696+404.8% | $12,270+134.3% |