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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 | $169,161+1053.3% | $129,295+1408.9% | $145,959+1236.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 385.75% | 14348.07%-13962.3pp | 9429.28%-9043.5pp | 561.95%-176.2pp |
| Employer contribution / active EE | $25,892 | $5,543+367.1% | $4,157+522.8% | $4,661+455.5% |
| Participant deferral / active EE | $20,333 | $4,989+307.5% | $4,169+387.7% | $6,689+204.0% |
| Admin fee / account holder | $749 | $9,878-92.4% | $7,665-90.2% | $13,398-94.4% |