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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 | $2,724,929 | $169,161+1510.9% | $129,295+2007.5% | $145,959+1766.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.72% | 14348.07%-14340.3pp | 9429.28%-9421.6pp | 561.95%-554.2pp |
| Employer contribution / active EE | $38,521 | $5,543+594.9% | $4,157+826.6% | $4,661+726.5% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $189,958 | $9,878+1823.0% | $7,665+2378.1% | $13,398+1317.8% |