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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 | $2,953,096 | $184,000+1504.9% | $162,185+1720.8% | $152,909+1831.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 44.14% | 150.80%-106.7pp | 115.61%-71.5pp | 345.46%-301.3pp |
| Employer contribution / active EE | $54,881 | $6,370+761.5% | $5,613+877.7% | $4,764+1052.0% |
| Participant deferral / active EE | $4,119 | $8,033-48.7% | $7,297-43.6% | $5,851-29.6% |
| Admin fee / account holder | $7,066 | $13,124-46.2% | $10,844-34.8% | $11,601-39.1% |