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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 | $2,162,510 | $159,934+1252.1% | $147,005+1371.0% | $145,959+1381.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.19% | 98.24%-78.1pp | 418.76%-398.6pp | 561.95%-541.8pp |
| Employer contribution / active EE | $16,806 | $5,287+217.9% | $4,934+240.6% | $4,661+260.6% |
| Participant deferral / active EE | $26,500 | $8,427+214.5% | $8,070+228.4% | $6,689+296.2% |
| Admin fee / account holder | $18,530 | $15,053+23.1% | $13,006+42.5% | $13,398+38.3% |