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 | $2,066,873 | $168,636+1125.6% | $147,618+1300.2% | $125,389+1548.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 5.46% | 77.65%-72.2pp | 61.98%-56.5pp | 282.24%-276.8pp |
| Employer contribution / active EE | $17,019 | $6,252+172.2% | $5,564+205.9% | $4,866+249.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $69,074 | $13,581+408.6% | $11,612+494.9% | $9,541+624.0% |