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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 | $88,702+2488.9% | $81,780+2708.0% | $145,978+1473.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.70% | 1029.12%-1009.4pp | 776.27%-756.6pp | 550.52%-530.8pp |
| Employer contribution / active EE | $67,000 | $3,084+2072.3% | $2,914+2199.3% | $4,662+1337.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,911 | $8,414+17.8% | $7,384+34.2% | $13,400-26.0% |