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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 | $1,443,459 | $85,171+1594.8% | $172,753+735.6% | $72,976+1878.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.24% | 27.32%-2.1pp | 803.00%-777.8pp | 81.02%-55.8pp |
| Employer contribution / active EE | $31,365 | $3,324+843.6% | $5,144+509.7% | $2,440+1185.4% |
| Participant deferral / active EE | $19,198 | $3,260+488.9% | $5,198+269.4% | $3,608+432.1% |
| Admin fee / account holder | $11,833 | $5,880+101.2% | $13,956-15.2% | $5,124+130.9% |