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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 | $1,782,705 | $88,778+1908.0% | $81,844+2078.2% | $145,884+1122.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.03% | 1033.03%-1023.0pp | 778.87%-768.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $44,799 | $3,087+1351.2% | $2,916+1436.1% | $4,662+860.9% |
| Participant deferral / active EE | $28,435 | $4,648+511.7% | $4,323+557.7% | $6,690+325.1% |
| Admin fee / account holder | $2,033 | $8,430-75.9% | $7,355-72.4% | $13,392-84.8% |