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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 | $4,387,700 | $227,399+1829.5% | $189,758+2212.3% | $198,609+2109.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.64% | 61.03%-48.4pp | 52.62%-40.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1,750 | $5,526-68.3% | $4,767-63.3% | $5,055-65.4% |
| Participant deferral / active EE | $31,000 | $6,837+353.4% | $5,856+429.4% | $6,977+344.3% |
| Admin fee / account holder | $98,285 | $25,162+290.6% | $20,388+382.1% | $19,030+416.5% |