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 | $2,304,533 | $217,430+959.9% | $185,854+1140.0% | $167,560+1275.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 44.44% | 148.44%-104.0pp | 122.12%-77.7pp | 478.94%-434.5pp |
| Employer contribution / active EE | $37,088 | $5,875+531.3% | $5,169+617.5% | $4,840+666.3% |
| Participant deferral / active EE | $22,559 | $6,357+254.9% | $5,569+305.1% | $6,343+255.7% |
| Admin fee / account holder | $198,780 | $19,821+902.9% | $16,246+1123.6% | $12,317+1513.9% |