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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 | $160,070+1318.6% | $147,117+1443.5% | $145,897+1456.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 65.39% | 98.69%-33.3pp | 420.54%-355.1pp | 552.29%-486.9pp |
| Employer contribution / active EE | $11,254 | $5,285+113.0% | $4,932+128.2% | $4,663+141.4% |
| Participant deferral / active EE | $3,882 | $8,419-53.9% | $8,065-51.9% | $6,689-42.0% |
| Admin fee / account holder | $1,000,010 | $15,035+6551.1% | $12,993+7596.7% | $13,390+7368.1% |