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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 | $97,732+2041.0% | $83,831+2396.0% | $135,380+1445.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.66% | 1287.56%-1278.9pp | 850.99%-842.3pp | 519.81%-511.1pp |
| Employer contribution / active EE | $24,895 | $4,222+489.6% | $3,631+585.6% | $4,779+420.9% |
| Participant deferral / active EE | $24,500 | $4,683+423.2% | $4,082+500.2% | $5,609+336.8% |
| Admin fee / account holder | $626 | $6,675-90.6% | $5,479-88.6% | $10,828-94.2% |