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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 | $217,392+1099.2% | $185,818+1303.0% | $167,497+1456.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.84% | 148.37%-134.5pp | 122.06%-108.2pp | 478.62%-464.8pp |
| Employer contribution / active EE | $22,666 | $5,873+285.9% | $5,168+338.6% | $4,838+368.5% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,568+133.5% | $6,341+105.0% |
| Admin fee / account holder | $93,206 | $19,813+370.4% | $16,239+474.0% | $12,310+657.1% |