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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 | $2,081,296 | $209,874+891.7% | $189,537+998.1% | $167,536+1142.3% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 35.80% | 748.61%-712.8pp | 555.34%-519.5pp | 478.82%-443.0pp |
| Employer contribution / active EE | $58,000 | $6,913+739.0% | $6,161+841.4% | $4,839+1098.6% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $17,122 | $14,299+19.7% | $12,048+42.1% | $12,315+39.0% |