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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 | $2,296,411 | $88,815+2485.6% | $81,882+2704.5% | $145,897+1474.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.70% | 1033.75%-1014.0pp | 779.47%-759.8pp | 552.29%-532.6pp |
| Employer contribution / active EE | $67,000 | $3,086+2070.9% | $2,916+2197.7% | $4,663+1337.0% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,911 | $8,434+17.5% | $7,360+34.7% | $13,390-26.0% |