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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 | $2,019,809 | $148,629+1259.0% | $135,982+1385.3% | $139,487+1348.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.81% | 79.33%-50.5pp | 68.32%-39.5pp | 373.84%-345.0pp |
| Employer contribution / active EE | $66,000 | $5,247+1158.0% | $4,859+1258.3% | $4,755+1288.1% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $25,364 | $12,406+104.4% | $10,767+135.6% | $11,407+122.3% |