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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 | $2,543,790 | $160,040+1489.5% | $147,096+1629.3% | $145,877+1643.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.53% | 98.49%-76.0pp | 419.75%-397.2pp | 551.28%-528.8pp |
| Employer contribution / active EE | $69,000 | $5,289+1204.5% | $4,936+1297.9% | $4,663+1379.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $25,423 | $15,050+68.9% | $13,005+95.5% | $13,402+89.7% |