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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 | $2,447,101 | $209,888+1065.9% | $189,545+1191.0% | $167,553+1360.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.09% | 748.66%-728.6pp | 555.36%-535.3pp | 478.89%-458.8pp |
| Employer contribution / active EE | $7,910 | $6,915+14.4% | $6,162+28.4% | $4,840+63.4% |
| Participant deferral / active EE | $12,919 | $8,934+44.6% | $8,220+57.2% | $6,343+103.7% |
| Admin fee / account holder | $22,448 | $14,300+57.0% | $12,049+86.3% | $12,316+82.3% |