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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 | $2,270,791 | $159,934+1319.8% | $147,005+1444.7% | $145,959+1455.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 65.39% | 98.24%-32.9pp | 418.76%-353.4pp | 561.95%-496.6pp |
| Employer contribution / active EE | $11,254 | $5,287+112.8% | $4,934+128.1% | $4,661+141.5% |
| Participant deferral / active EE | $3,882 | $8,427-53.9% | $8,070-51.9% | $6,689-42.0% |
| Admin fee / account holder | $1,000,010 | $15,053+6543.1% | $13,006+7588.7% | $13,398+7364.0% |