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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 | $2,113,104 | $96,123+2098.3% | $77,361+2631.5% | $198,609+964.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 14.64% | 2054.81%-2040.2pp | 1011.54%-996.9pp | 202.70%-188.1pp |
| Employer contribution / active EE | $36,750 | $3,791+869.5% | $2,990+1129.1% | $5,055+626.9% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,868 | $9,471+14.8% | $5,894+84.4% | $19,030-42.9% |