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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 | $4,386,041 | $289,211+1416.6% | $260,467+1583.9% | $198,609+2108.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 14.14% | 112.90%-98.8pp | 100.60%-86.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $46,400 | $4,663+895.1% | $4,239+994.7% | $5,055+817.8% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $240,840 | $16,236+1383.4% | $15,461+1457.7% | $19,030+1165.6% |