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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 | $3,169,572 | $209,847+1410.4% | $189,520+1572.4% | $167,518+1792.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 67.50% | 748.45%-680.9pp | 555.25%-487.7pp | 478.71%-411.2pp |
| Employer contribution / active EE | $37,134 | $6,913+437.1% | $6,161+502.7% | $4,838+667.5% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $70,980 | $14,295+396.5% | $12,046+489.2% | $12,312+476.5% |