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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 | $3,188,894 | $185,905+1615.3% | $170,057+1775.2% | $139,487+2186.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 31.00% | 60.56%-29.6pp | 53.42%-22.4pp | 373.84%-342.8pp |
| Employer contribution / active EE | $26,825 | $7,597+253.1% | $6,790+295.0% | $4,755+464.2% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $124,483 | $15,397+708.5% | $12,826+870.5% | $11,407+991.3% |