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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 | $2,020,361 | $198,457+918.0% | $170,435+1085.4% | $147,586+1268.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.37% | 257.30%-238.9pp | 205.94%-187.6pp | 578.59%-560.2pp |
| Employer contribution / active EE | $69,488 | $6,183+1023.8% | $5,432+1179.2% | $4,876+1325.0% |
| Participant deferral / active EE | $50,006 | $5,629+788.3% | $4,939+912.4% | $5,439+819.4% |
| Admin fee / account holder | $326,101 | $16,852+1835.1% | $13,881+2249.3% | $10,886+2895.7% |