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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 | $1,754,362 | $105,145+1568.5% | $94,664+1753.2% | $139,466+1157.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 27.79% | 38.09%-10.3pp | 156.84%-129.0pp | 373.66%-345.9pp |
| Employer contribution / active EE | $66,000 | $4,107+1507.0% | $3,673+1696.9% | $4,754+1288.3% |
| Participant deferral / active EE | $5,625 | $7,599-26.0% | $7,417-24.2% | $6,712-16.2% |
| Admin fee / account holder | $35,607 | $8,972+296.9% | $7,222+393.1% | $11,409+212.1% |