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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 | $3,027,909 | $227,399+1231.5% | $189,758+1495.7% | $198,609+1424.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.65% | 61.03%-47.4pp | 52.62%-39.0pp | 202.70%-189.0pp |
| Employer contribution / active EE | $8,179 | $5,526+48.0% | $4,767+71.6% | $5,055+61.8% |
| Participant deferral / active EE | $10,167 | $6,837+48.7% | $5,856+73.6% | $6,977+45.7% |
| Admin fee / account holder | $139,316 | $25,162+453.7% | $20,388+583.3% | $19,030+632.1% |