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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 | $2,171,428 | $209,425+936.9% | $178,499+1116.5% | $158,966+1266.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.79% | 188.80%-154.0pp | 151.10%-116.3pp | 302.95%-268.2pp |
| Employer contribution / active EE | $55,377 | $5,707+870.3% | $5,011+1005.0% | $4,762+1062.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,452 | $17,078-91.5% | $13,986-89.6% | $11,250-87.1% |