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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 | $2,690,065 | $209,888+1181.7% | $189,545+1319.2% | $167,553+1505.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 45.18% | 748.66%-703.5pp | 555.36%-510.2pp | 478.89%-433.7pp |
| Employer contribution / active EE | $50,220 | $6,915+626.2% | $6,162+715.0% | $4,840+937.7% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $15,702 | $14,300+9.8% | $12,049+30.3% | $12,316+27.5% |