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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 | $225,673+826.0% | $203,872+925.0% | $155,188+1246.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 13.17% | 95.91%-82.7pp | 85.11%-71.9pp | 148.84%-135.7pp |
| Employer contribution / active EE | $31,000 | $4,099+656.4% | $3,757+725.0% | $4,248+629.8% |
| Participant deferral / active EE | $21,917 | $6,893+218.0% | $6,388+243.1% | $6,531+235.6% |
| Admin fee / account holder | $13,772 | $12,327+11.7% | $11,730+17.4% | $14,480-4.9% |