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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 | $1,803,860 | $150,412+1099.3% | $120,574+1396.1% | $145,884+1136.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.40% | 154.50%-140.1pp | 107.42%-93.0pp | 551.85%-537.5pp |
| Employer contribution / active EE | $5,907 | $4,355+35.7% | $3,471+70.2% | $4,662+26.7% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $81,445 | $12,224+566.3% | $9,445+762.3% | $13,392+508.2% |