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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 | $2,726,491 | $108,882+2404.1% | $96,754+2718.0% | $154,746+1661.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 12.83% | 98.39%-85.6pp | 82.04%-69.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $13,750 | $3,018+355.6% | $2,679+413.2% | $4,379+214.0% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $129,725 | $10,200+1171.8% | $8,905+1356.8% | $14,365+803.0% |