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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 | $2,092,395 | $97,759+2040.4% | $83,849+2395.4% | $135,377+1445.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.66% | 1287.41%-1278.8pp | 850.91%-842.3pp | 519.75%-511.1pp |
| Employer contribution / active EE | $24,895 | $4,222+489.7% | $3,631+585.7% | $4,779+421.0% |
| Participant deferral / active EE | $24,500 | $4,682+423.3% | $4,082+500.2% | $5,609+336.8% |
| Admin fee / account holder | $626 | $6,674-90.6% | $5,478-88.6% | $10,828-94.2% |