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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 | $1,973,752 | $183,988+972.8% | $162,177+1117.0% | $152,897+1190.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.10% | 150.79%-137.7pp | 115.60%-102.5pp | 345.43%-332.3pp |
| Employer contribution / active EE | $4,500 | $6,370-29.4% | $5,613-19.8% | $4,764-5.5% |
| Participant deferral / active EE | $13,800 | $8,032+71.8% | $7,297+89.1% | $5,851+135.9% |
| Admin fee / account holder | $787,302 | $13,123+5899.4% | $10,843+7160.7% | $11,599+6687.4% |