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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 | $2,039,051 | $209,422+873.7% | $178,503+1042.3% | $158,982+1182.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 38.99% | 188.81%-149.8pp | 151.12%-112.1pp | 302.99%-264.0pp |
| Employer contribution / active EE | $17,682 | $5,707+209.8% | $5,011+252.9% | $4,763+271.3% |
| Participant deferral / active EE | $18,976 | $5,955+218.7% | $5,202+264.8% | $5,983+217.1% |
| Admin fee / account holder | $12,700 | $17,079-25.6% | $13,987-9.2% | $11,252+12.9% |