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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 | $2,055,079 | $234,190+777.5% | $180,320+1039.7% | $198,609+934.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 12.38% | 1057.44%-1045.1pp | 778.54%-766.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $46,500 | $5,258+784.4% | $4,108+1032.1% | $5,055+819.8% |
| Participant deferral / active EE | $23,500 | $4,988+371.1% | $4,304+446.0% | $6,977+236.8% |
| Admin fee / account holder | $16,953 | $12,558+35.0% | $10,000+69.5% | $19,030-10.9% |