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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 | $1,814,302 | $165,399+996.9% | $149,745+1111.6% | $158,982+1041.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 49.89% | 348.34%-298.4pp | 276.72%-226.8pp | 302.99%-253.1pp |
| Employer contribution / active EE | $10,122 | $5,105+98.3% | $4,646+117.9% | $4,763+112.5% |
| Participant deferral / active EE | $13,017 | $7,183+81.2% | $6,843+90.2% | $5,983+117.5% |
| Admin fee / account holder | $32,831 | $10,811+203.7% | $9,312+252.6% | $11,252+191.8% |