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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 | $1,534,122 | $138,078+1011.1% | $125,363+1123.7% | $134,509+1040.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 14.98% | 750.49%-735.5pp | 572.15%-557.2pp | 418.13%-403.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $20,400 | $7,800+161.5% | $7,447+173.9% | $6,400+218.7% |
| Admin fee / account holder | $99,002 | $11,566+756.0% | $10,005+889.5% | $11,427+766.4% |