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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 | $2,354,099 | $197,625+1091.2% | $177,840+1223.7% | $158,966+1380.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 196.58% | 58.76%+137.8pp | 48.32%+148.3pp | 302.95%-106.4pp |
| Employer contribution / active EE | $21,400 | $6,698+219.5% | $5,919+261.6% | $4,762+349.3% |
| Participant deferral / active EE | $25,077 | $8,405+198.4% | $7,714+225.1% | $5,983+319.1% |
| Admin fee / account holder | $999 | $15,405-93.5% | $12,431-92.0% | $11,250-91.1% |