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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 | $2,034,873 | $149,040+1265.3% | $120,225+1592.6% | $137,256+1382.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.18% | 605.68%-591.5pp | 439.23%-425.0pp | 220.34%-206.2pp |
| Employer contribution / active EE | $21,833 | $4,350+401.9% | $3,475+528.2% | $4,156+425.3% |
| Participant deferral / active EE | $26,625 | $4,655+472.0% | $3,999+565.8% | $6,407+315.6% |
| Admin fee / account holder | $9,142 | $6,348+44.0% | $5,696+60.5% | $12,270-25.5% |