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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 | $2,198,981 | $148,623+1379.6% | $135,974+1517.2% | $139,466+1476.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 117.98% | 79.30%+38.7pp | 68.30%+49.7pp | 373.66%-255.7pp |
| Employer contribution / active EE | $29,516 | $5,246+462.6% | $4,859+507.5% | $4,754+520.9% |
| Participant deferral / active EE | $14,412 | $8,103+77.9% | $7,760+85.7% | $6,712+114.7% |
| Admin fee / account holder | $134,099 | $12,406+981.0% | $10,767+1145.5% | $11,409+1075.4% |