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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 | $1,950,985 | $169,361+1052.0% | $129,397+1407.8% | $145,877+1237.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 385.75% | 14395.54%-14009.8pp | 9453.98%-9068.2pp | 551.28%-165.5pp |
| Employer contribution / active EE | $25,892 | $5,542+367.2% | $4,154+523.3% | $4,663+455.3% |
| Participant deferral / active EE | $20,333 | $4,987+307.7% | $4,167+387.9% | $6,691+203.9% |
| Admin fee / account holder | $749 | $9,903-92.4% | $7,679-90.2% | $13,402-94.4% |