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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 | $2,810,722 | $108,912+2480.7% | $100,383+2700.0% | $145,959+1825.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.25% | 57.96%-38.7pp | 49.26%-30.0pp | 561.95%-542.7pp |
| Employer contribution / active EE | $11,875 | $4,423+168.5% | $3,944+201.1% | $4,661+154.8% |
| Participant deferral / active EE | $30,500 | $8,451+260.9% | $8,086+277.2% | $6,689+356.0% |
| Admin fee / account holder | $10,670 | $9,690+10.1% | $7,900+35.1% | $13,398-20.4% |