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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 | $2,100,731 | $165,584+1168.7% | $142,942+1369.6% | $137,256+1430.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 23.43% | 164.22%-140.8pp | 113.70%-90.3pp | 220.34%-196.9pp |
| Employer contribution / active EE | $51,899 | $4,725+998.3% | $4,139+1153.8% | $4,156+1148.8% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $118,864 | $16,167+635.2% | $12,475+852.8% | $12,270+868.7% |