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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 | $2,503,998 | $156,963+1495.3% | $121,204+1965.9% | $139,466+1695.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.99% | 1476.75%-1458.8pp | 987.18%-969.2pp | 373.66%-355.7pp |
| Employer contribution / active EE | $26,722 | $5,544+382.0% | $4,170+540.9% | $4,754+462.1% |
| Participant deferral / active EE | $14,167 | $4,848+192.2% | $4,083+247.0% | $6,712+111.1% |
| Admin fee / account holder | $250,000 | $6,953+3495.4% | $5,651+4323.8% | $11,409+2091.3% |