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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 | $2,099,989 | $160,040+1212.2% | $147,096+1327.6% | $145,877+1339.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.76% | 98.49%-82.7pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $33,000 | $5,289+523.9% | $4,936+568.6% | $4,663+607.7% |
| Participant deferral / active EE | $13,299 | $8,429+57.8% | $8,071+64.8% | $6,691+98.8% |
| Admin fee / account holder | $104,470 | $15,050+594.2% | $13,005+703.3% | $13,402+679.5% |