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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 | $2,249,240 | $169,237+1229.0% | $129,339+1639.0% | $145,978+1440.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 35.01% | 14364.43%-14329.4pp | 9437.05%-9402.0pp | 550.52%-515.5pp |
| Employer contribution / active EE | $45,000 | $5,540+712.2% | $4,154+983.2% | $4,662+865.3% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,999 | $9,882+51.8% | $7,668+95.6% | $13,400+11.9% |