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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 | $2,738,039 | $160,070+1610.5% | $147,117+1761.1% | $145,897+1776.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.28% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $8,595 | $5,285+62.6% | $4,932+74.2% | $4,663+84.3% |
| Participant deferral / active EE | $25,848 | $8,419+207.0% | $8,065+220.5% | $6,689+286.4% |
| Admin fee / account holder | $17,535 | $15,035+16.6% | $12,993+35.0% | $13,390+31.0% |