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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 | $169,336+1052.1% | $129,384+1407.9% | $145,884+1237.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 385.75% | 14408.70%-14023.0pp | 9461.77%-9076.0pp | 551.85%-166.1pp |
| Employer contribution / active EE | $25,892 | $5,540+367.4% | $4,153+523.4% | $4,662+455.3% |
| Participant deferral / active EE | $20,333 | $4,985+307.9% | $4,166+388.1% | $6,690+204.0% |
| Admin fee / account holder | $749 | $9,912-92.4% | $7,686-90.3% | $13,392-94.4% |