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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 | $2,107,255 | $227,399+826.7% | $189,758+1010.5% | $198,609+961.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.53% | 61.03%-47.5pp | 52.62%-39.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $70,000 | $5,526+1166.7% | $4,767+1368.6% | $5,055+1284.7% |
| Participant deferral / active EE | $8,862 | $6,837+29.6% | $5,856+51.3% | $6,977+27.0% |
| Admin fee / account holder | $164,868 | $25,162+555.2% | $20,388+708.7% | $19,030+766.3% |