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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 | $1,946,860 | $150,447+1194.0% | $136,298+1328.4% | $147,586+1219.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.52% | 1049.15%-1033.6pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $23,000 | $5,256+337.6% | $4,696+389.8% | $4,876+371.7% |
| Participant deferral / active EE | $17,000 | $6,631+156.4% | $6,247+172.1% | $5,439+212.6% |
| Admin fee / account holder | $81,225 | $10,906+644.8% | $9,244+778.7% | $10,886+646.2% |