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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 | $1,826,160 | $160,070+1040.9% | $147,117+1141.3% | $145,897+1151.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.66% | 98.69%-79.0pp | 420.54%-400.9pp | 552.29%-532.6pp |
| Employer contribution / active EE | $7,693 | $5,285+45.6% | $4,932+56.0% | $4,663+65.0% |
| Participant deferral / active EE | $16,800 | $8,419+99.5% | $8,065+108.3% | $6,689+151.1% |
| Admin fee / account holder | $19,286 | $15,035+28.3% | $12,993+48.4% | $13,390+44.0% |