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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 | $2,193,855 | $171,492+1179.3% | $150,734+1355.4% | $198,609+1004.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 30.58% | 804.70%-774.1pp | 600.81%-570.2pp | 202.70%-172.1pp |
| Employer contribution / active EE | $8,018 | $5,470+46.6% | $4,918+63.0% | $5,055+58.6% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,647 | $17,628-79.3% | $14,905-75.5% | $19,030-80.8% |