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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 | $1,902,722 | $202,342+840.3% | $172,752+1001.4% | $152,897+1144.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.50% | 1029.83%-1007.3pp | 802.97%-780.5pp | 345.43%-322.9pp |
| Employer contribution / active EE | $5,633 | $5,858-3.8% | $5,144+9.5% | $4,764+18.3% |
| Participant deferral / active EE | $7,000 | $5,948+17.7% | $5,198+34.7% | $5,851+19.6% |
| Admin fee / account holder | $55,383 | $17,111+223.7% | $13,955+296.9% | $11,599+377.5% |