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 | $2,398,350 | $202,348+1085.3% | $172,757+1288.3% | $152,914+1468.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.59% | 1029.95%-1000.4pp | 803.06%-773.5pp | 345.48%-315.9pp |
| Employer contribution / active EE | $13,855 | $5,858+136.5% | $5,144+169.3% | $4,764+190.8% |
| Participant deferral / active EE | $19,364 | $5,948+225.5% | $5,198+272.5% | $5,852+230.9% |
| Admin fee / account holder | $62,462 | $17,113+265.0% | $13,956+347.5% | $11,601+438.4% |