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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 | $2,877,088 | $167,353+1619.2% | $143,797+1900.8% | $134,545+2038.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 20.21% | 0.48%+19.7pp | -0.04%+20.2pp | 418.37%-398.2pp |
| Employer contribution / active EE | $13,236 | $5,620+135.5% | $4,952+167.3% | $4,742+179.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $126,218 | $18,096+597.5% | $14,679+759.8% | $11,431+1004.2% |