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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 | $2,253,493 | $202,345+1013.7% | $172,755+1204.4% | $152,885+1374.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.18% | 1029.77%-1009.6pp | 802.94%-782.8pp | 345.39%-325.2pp |
| Employer contribution / active EE | $6,900 | $5,858+17.8% | $5,144+34.1% | $4,763+44.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,113 | $17,111-76.0% | $13,955-70.5% | $11,598-64.5% |