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 | $1,989,713 | $175,269+1035.2% | $149,740+1228.8% | $139,500+1326.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.14% | 166.87%-153.7pp | 134.51%-121.4pp | 373.99%-360.9pp |
| Employer contribution / active EE | $40,047 | $5,478+631.1% | $4,821+730.6% | $4,755+742.2% |
| Participant deferral / active EE | $26,458 | $6,522+305.7% | $5,683+365.5% | $6,713+294.1% |
| Admin fee / account holder | $122,347 | $16,167+656.8% | $13,222+825.3% | $11,410+972.3% |