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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 | $2,618,549 | $173,397+1410.1% | $135,987+1825.6% | $145,877+1695.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 29.44% | 1166.18%-1136.7pp | 580.01%-550.6pp | 551.28%-521.8pp |
| Employer contribution / active EE | $12,500 | $5,281+136.7% | $4,214+196.6% | $4,663+168.1% |
| Participant deferral / active EE | $15,250 | $8,710+75.1% | $7,027+117.0% | $6,691+127.9% |
| Admin fee / account holder | $15,887 | $9,663+64.4% | $6,716+136.6% | $13,402+18.5% |