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 | $2,372,608 | $202,348+1072.5% | $172,757+1273.4% | $152,914+1451.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.46% | 1029.95%-1006.5pp | 803.06%-779.6pp | 345.48%-322.0pp |
| Employer contribution / active EE | $12,424 | $5,858+112.1% | $5,144+141.5% | $4,764+160.8% |
| Participant deferral / active EE | $17,130 | $5,948+188.0% | $5,198+229.6% | $5,852+192.7% |
| Admin fee / account holder | $5,369 | $17,113-68.6% | $13,956-61.5% | $11,601-53.7% |