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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 | $3,771,216 | $160,040+2256.4% | $147,096+2463.8% | $145,877+2485.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.60% | 98.49%-68.9pp | 419.75%-390.2pp | 551.28%-521.7pp |
| Employer contribution / active EE | $5,183 | $5,289-2.0% | $4,936+5.0% | $4,663+11.1% |
| Participant deferral / active EE | $8,805 | $8,429+4.5% | $8,071+9.1% | $6,691+31.6% |
| Admin fee / account holder | $110,706 | $15,050+635.6% | $13,005+751.2% | $13,402+726.0% |