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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 | $2,648,732 | $180,749+1365.4% | $160,784+1547.4% | $137,256+1829.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.41% | 2234.46%-2212.1pp | 1803.92%-1781.5pp | 220.34%-197.9pp |
| Employer contribution / active EE | $23,375 | $4,155+462.5% | $3,733+526.2% | $4,156+462.4% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $74,081 | $10,397+612.5% | $9,717+662.4% | $12,270+503.7% |