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 | $2,203,880 | $198,456+1010.5% | $170,435+1193.1% | $147,587+1393.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.55% | 257.31%-239.8pp | 205.94%-188.4pp | 578.60%-561.0pp |
| Employer contribution / active EE | $11,915 | $6,183+92.7% | $5,432+119.3% | $4,876+144.3% |
| Participant deferral / active EE | $15,364 | $5,629+172.9% | $4,939+211.0% | $5,439+182.5% |
| Admin fee / account holder | $2,213 | $16,852-86.9% | $13,881-84.1% | $10,886-79.7% |