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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 | $1,908,670 | $162,136+1077.2% | $152,301+1153.2% | $154,746+1133.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.68% | 91.02%-78.3pp | 80.50%-67.8pp | 172.34%-159.7pp |
| Employer contribution / active EE | $12,758 | $4,890+160.9% | $4,624+175.9% | $4,379+191.3% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $340 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |