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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 | $1,908,876 | $225,673+745.9% | $203,872+836.3% | $155,188+1130.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 23.22% | 95.91%-72.7pp | 85.11%-61.9pp | 148.84%-125.6pp |
| Employer contribution / active EE | $32,917 | $4,099+703.1% | $3,757+776.0% | $4,248+674.9% |
| Participant deferral / active EE | $26,000 | $6,893+277.2% | $6,388+307.0% | $6,531+298.1% |
| Admin fee / account holder | $43,558 | $12,327+253.4% | $11,730+271.3% | $14,480+200.8% |