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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 | $2,014,319 | $176,120+1043.7% | $159,487+1163.0% | $167,553+1102.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.56% | 331.95%-309.4pp | 263.71%-241.1pp | 478.89%-456.3pp |
| Employer contribution / active EE | $23,540 | $5,299+344.2% | $4,831+387.2% | $4,840+386.4% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $80,235 | $12,561+538.8% | $10,804+642.7% | $12,316+551.4% |