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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 | $1,335,347 | $90,691+1372.4% | $76,119+1654.3% | $145,884+815.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.09% | 624.52%-611.4pp | 361.25%-348.2pp | 551.85%-538.8pp |
| Employer contribution / active EE | $15,385 | $3,329+362.2% | $2,693+471.4% | $4,662+230.0% |
| Participant deferral / active EE | $5,667 | $5,167+9.7% | $4,259+33.0% | $6,690-15.3% |
| Admin fee / account holder | $34,250 | $8,383+308.6% | $6,421+433.4% | $13,392+155.8% |