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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 | $2,014,639 | $160,070+1158.6% | $147,117+1269.4% | $145,897+1280.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.91% | 98.69%-76.8pp | 420.54%-398.6pp | 552.29%-530.4pp |
| Employer contribution / active EE | $16,367 | $5,285+209.7% | $4,932+231.8% | $4,663+251.0% |
| Participant deferral / active EE | $19,528 | $8,419+131.9% | $8,065+142.1% | $6,689+191.9% |
| Admin fee / account holder | $39,701 | $15,035+164.1% | $12,993+205.6% | $13,390+196.5% |