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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 | $2,070,109 | $180,749+1045.3% | $160,784+1187.5% | $137,256+1408.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.69% | 2234.46%-2223.8pp | 1803.92%-1793.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $15,750 | $4,155+279.0% | $3,733+321.9% | $4,156+279.0% |
| Participant deferral / active EE | $35,583 | $6,844+419.9% | $6,293+465.4% | $6,407+455.4% |
| Admin fee / account holder | $160,201 | $10,397+1440.9% | $9,717+1548.7% | $12,270+1205.6% |