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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 | $160,040+1302.7% | $147,096+1426.1% | $145,877+1438.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.21% | 98.49%-78.3pp | 419.75%-399.5pp | 551.28%-531.1pp |
| Employer contribution / active EE | $60,000 | $5,289+1034.3% | $4,936+1115.6% | $4,663+1186.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $94,372 | $15,050+527.1% | $13,005+625.6% | $13,402+604.2% |