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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 | $2,203,408 | $169,356+1201.1% | $129,406+1602.7% | $145,897+1410.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.66% | 14418.62%-14401.0pp | 9468.18%-9450.5pp | 552.29%-534.6pp |
| Employer contribution / active EE | $50,000 | $5,542+802.2% | $4,155+1103.3% | $4,663+972.4% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,997 | $9,915+21.0% | $7,689+56.0% | $13,390-10.4% |