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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 | $1,193,548 | $56,111+2027.1% | $96,188+1140.8% | $85,852+1290.2% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 36.75% | 42.31%-5.6pp | 192.12%-155.4pp | 318.66%-281.9pp |
| Employer contribution / active EE | $20,492 | $1,619+1165.3% | $2,800+632.0% | $2,566+698.7% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $4,350-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,864 | $3,760-23.8% | $5,538-48.3% | $6,261-54.3% |