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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 | $1,916,750 | $144,130+1229.9% | $117,861+1526.3% | $147,586+1198.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.07% | 531.20%-515.1pp | 335.11%-319.0pp | 578.59%-562.5pp |
| Employer contribution / active EE | $52,232 | $4,897+966.6% | $3,786+1279.5% | $4,876+971.1% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $21,562 | $10,887+98.1% | $8,021+168.8% | $10,886+98.1% |