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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 | $2,244,855 | $159,934+1303.6% | $147,005+1427.1% | $145,959+1438.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.21% | 98.24%-78.0pp | 418.76%-398.6pp | 561.95%-541.7pp |
| Employer contribution / active EE | $60,000 | $5,287+1034.8% | $4,934+1116.0% | $4,661+1187.3% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $94,372 | $15,053+526.9% | $13,006+625.6% | $13,398+604.4% |