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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 | $1,862,428 | $96,678+1826.4% | $86,640+2049.6% | $139,466+1235.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.02% | 106.69%-87.7pp | 592.52%-573.5pp | 373.66%-354.6pp |
| Employer contribution / active EE | $41,000 | $3,265+1155.6% | $3,024+1255.7% | $4,754+762.4% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $18,305 | $6,410+185.6% | $5,616+226.0% | $11,409+60.4% |