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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 | $1,989,713 | $175,231+1035.5% | $149,696+1229.2% | $139,466+1326.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.14% | 166.77%-153.6pp | 134.46%-121.3pp | 373.66%-360.5pp |
| Employer contribution / active EE | $40,047 | $5,478+631.1% | $4,821+730.7% | $4,754+742.4% |
| Participant deferral / active EE | $26,458 | $6,521+305.7% | $5,682+365.7% | $6,712+294.2% |
| Admin fee / account holder | $122,347 | $16,155+657.3% | $13,212+826.0% | $11,409+972.4% |