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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 | $3,679,354 | $183,592+1904.1% | $155,574+2265.0% | $145,877+2422.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.13% | 61.37%-30.2pp | 64.87%-33.7pp | 551.28%-520.2pp |
| Employer contribution / active EE | $27,077 | $5,317+409.3% | $4,676+479.1% | $4,663+480.7% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $111,798 | $19,316+478.8% | $15,914+602.5% | $13,402+734.2% |