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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 | $1,963,657 | $160,059+1126.8% | $140,019+1302.4% | $135,380+1350.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 11.67% | 911.48%-899.8pp | 651.17%-639.5pp | 519.81%-508.1pp |
| Employer contribution / active EE | $47,924 | $6,420+646.5% | $5,605+755.0% | $4,779+902.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $42,424 | $13,328+218.3% | $10,705+296.3% | $10,828+291.8% |