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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 | $4,582,478 | $138,114+3217.9% | $125,391+3554.6% | $134,545+3305.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.67% | 750.88%-749.2pp | 572.41%-570.7pp | 418.37%-416.7pp |
| Employer contribution / active EE | $14,667 | $5,246+179.6% | $4,816+204.6% | $4,742+209.3% |
| Participant deferral / active EE | $12,400 | $7,801+59.0% | $7,448+66.5% | $6,401+93.7% |
| Admin fee / account holder | $36,097 | $11,570+212.0% | $10,009+260.7% | $11,431+215.8% |