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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 | $2,962,983 | $209,405+1315.0% | $178,486+1560.1% | $158,931+1764.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 61.39% | 188.77%-127.4pp | 151.08%-89.7pp | 302.86%-241.5pp |
| Employer contribution / active EE | $16,306 | $5,707+185.7% | $5,011+225.4% | $4,761+242.5% |
| Participant deferral / active EE | $18,200 | $5,954+205.7% | $5,202+249.9% | $5,982+204.2% |
| Admin fee / account holder | $46,054 | $17,076+169.7% | $13,985+229.3% | $11,247+309.5% |