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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 | $1,888,571 | $173,526+988.3% | $136,072+1287.9% | $145,884+1194.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 17.43% | 1167.12%-1149.7pp | 580.46%-563.0pp | 551.85%-534.4pp |
| Employer contribution / active EE | $11,569 | $5,285+118.9% | $4,216+174.4% | $4,662+148.1% |
| Participant deferral / active EE | $31,225 | $8,711+258.5% | $7,028+344.3% | $6,690+366.8% |
| Admin fee / account holder | $17,856 | $9,665+84.8% | $6,718+165.8% | $13,392+33.3% |