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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 | $1,701,866 | $157,304+981.9% | $141,197+1105.3% | $152,909+1013.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.40% | 64.34%-45.9pp | 71.41%-53.0pp | 345.46%-327.1pp |
| Employer contribution / active EE | $37,000 | $5,263+603.1% | $4,736+681.2% | $4,764+676.7% |
| Participant deferral / active EE | $25,000 | $7,111+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $124,501 | $12,126+926.7% | $10,265+1112.9% | $11,601+973.2% |