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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 | $2,299,180 | $106,918+2050.4% | $84,021+2636.4% | $152,897+1403.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.95% | 105.01%-83.1pp | 71.32%-49.4pp | 345.43%-323.5pp |
| Employer contribution / active EE | $38,520 | $2,735+1308.4% | $1,984+1841.7% | $4,764+708.6% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,326 | $8,288-47.8% | $6,102-29.1% | $11,599-62.7% |