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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 | $169,356+1052.0% | $129,406+1407.6% | $145,897+1237.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 385.75% | 14418.62%-14032.9pp | 9468.18%-9082.4pp | 552.29%-166.5pp |
| Employer contribution / active EE | $25,892 | $5,542+367.2% | $4,155+523.1% | $4,663+455.3% |
| Participant deferral / active EE | $20,333 | $4,987+307.8% | $4,167+387.9% | $6,689+204.0% |
| Admin fee / account holder | $749 | $9,915-92.4% | $7,689-90.3% | $13,390-94.4% |