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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 | $2,089,636 | $180,749+1056.1% | $160,784+1199.7% | $137,256+1422.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.17% | 2234.46%-2221.3pp | 1803.92%-1790.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $31,000 | $4,155+646.0% | $3,733+730.5% | $4,156+645.9% |
| Participant deferral / active EE | $21,917 | $6,844+220.2% | $6,293+248.3% | $6,407+242.1% |
| Admin fee / account holder | $13,772 | $10,397+32.5% | $9,717+41.7% | $12,270+12.2% |