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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 | $3,217,485 | $148,623+2064.9% | $135,974+2266.3% | $139,466+2207.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 46.62% | 79.30%-32.7pp | 68.30%-21.7pp | 373.66%-327.0pp |
| Employer contribution / active EE | $4,190 | $5,246-20.1% | $4,859-13.8% | $4,754-11.9% |
| Participant deferral / active EE | $7,208 | $8,103-11.0% | $7,760-7.1% | $6,712+7.4% |
| Admin fee / account holder | $60,467 | $12,406+387.4% | $10,767+461.6% | $11,409+430.0% |