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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 | $3,139,053 | $180,462+1639.5% | $154,111+1936.9% | $135,379+2218.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10.02% | 888.17%-878.1pp | 735.18%-725.2pp | 519.79%-509.8pp |
| Employer contribution / active EE | $17,690 | $6,036+193.1% | $5,298+233.9% | $4,779+270.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,206 | $16,145-86.3% | $13,411-83.5% | $10,828-79.6% |