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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 | $2,606,946 | $217,432+1099.0% | $185,851+1302.7% | $167,553+1455.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.84% | 148.43%-134.6pp | 122.11%-108.3pp | 478.89%-465.1pp |
| Employer contribution / active EE | $22,666 | $5,874+285.8% | $5,168+338.5% | $4,840+368.3% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.5% | $6,343+105.0% |
| Admin fee / account holder | $93,206 | $19,820+370.3% | $16,245+473.7% | $12,316+656.8% |