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 | $2,012,038 | $175,269+1048.0% | $149,740+1243.7% | $139,500+1342.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.09% | 166.87%-151.8pp | 134.51%-119.4pp | 373.99%-358.9pp |
| Employer contribution / active EE | $12,905 | $5,478+135.6% | $4,821+167.7% | $4,755+171.4% |
| Participant deferral / active EE | $19,125 | $6,522+193.2% | $5,683+236.5% | $6,713+184.9% |
| Admin fee / account holder | $509,947 | $16,167+3054.3% | $13,222+3756.7% | $11,410+4369.2% |