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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 | $3,003,152 | $100,060+2901.3% | $149,721+1905.8% | $70,126+4182.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 171.28% | 27.46%+143.8pp | 1501.67%-1330.4pp | 73.15%+98.1pp |
| Employer contribution / active EE | $50,709 | $3,661+1285.1% | $5,444+831.4% | $2,343+2064.7% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $63,325 | $8,285+664.3% | $11,282+461.3% | $4,645+1263.2% |