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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 | $160,070+1251.0% | $147,117+1369.9% | $145,897+1382.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.19% | 98.69%-78.5pp | 420.54%-400.4pp | 552.29%-532.1pp |
| Employer contribution / active EE | $16,806 | $5,285+218.0% | $4,932+240.7% | $4,663+260.4% |
| Participant deferral / active EE | $26,500 | $8,419+214.7% | $8,065+228.6% | $6,689+296.2% |
| Admin fee / account holder | $18,530 | $15,035+23.2% | $12,993+42.6% | $13,390+38.4% |