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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 | $1,942,541 | $129,737+1397.3% | $119,126+1530.7% | $154,746+1155.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 25.91% | 379.08%-353.2pp | 282.11%-256.2pp | 172.34%-146.4pp |
| Employer contribution / active EE | $52,500 | $4,375+1100.0% | $4,034+1201.6% | $4,379+1098.9% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,506 | $11,961-37.2% | $10,693-29.8% | $14,365-47.8% |