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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 | $2,659,349 | $209,405+1170.0% | $178,486+1389.9% | $158,931+1573.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.39% | 188.77%-166.4pp | 151.08%-128.7pp | 302.86%-280.5pp |
| Employer contribution / active EE | $10,610 | $5,707+85.9% | $5,011+111.7% | $4,761+122.8% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,085 | $17,076-81.9% | $13,985-77.9% | $11,247-72.6% |