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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 | $2,120,222 | $202,342+947.8% | $172,753+1127.3% | $152,909+1286.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.62% | 1029.88%-1010.3pp | 803.00%-783.4pp | 345.46%-325.8pp |
| Employer contribution / active EE | $30,500 | $5,857+420.7% | $5,144+492.9% | $4,764+540.2% |
| Participant deferral / active EE | $45,000 | $5,948+656.5% | $5,198+765.8% | $5,851+669.1% |
| Admin fee / account holder | $64,347 | $17,112+276.0% | $13,956+361.1% | $11,601+454.7% |