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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 | $1,905,380 | $198,461+860.1% | $170,436+1017.9% | $147,585+1191.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.72% | 257.30%-235.6pp | 205.94%-184.2pp | 578.57%-556.8pp |
| Employer contribution / active EE | $81,000 | $6,184+1209.9% | $5,433+1391.0% | $4,876+1561.1% |
| Participant deferral / active EE | $9,000 | $5,629+59.9% | $4,939+82.2% | $5,439+65.5% |
| Admin fee / account holder | $200,411 | $16,852+1089.3% | $13,880+1343.9% | $10,885+1741.1% |