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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 | $1,374,843 | $99,011+1288.6% | $86,582+1487.9% | $147,586+831.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.35% | 1312.75%-1292.4pp | 965.08%-944.7pp | 578.59%-558.2pp |
| Employer contribution / active EE | $16,543 | $3,132+428.2% | $2,839+482.6% | $4,876+239.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $43,570 | $5,709+663.2% | $4,904+788.4% | $10,886+300.3% |