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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 | $3,572,665 | $201,370+1674.2% | $184,256+1839.0% | $145,897+2348.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.37% | 29.05%-7.7pp | 28.85%-7.5pp | 552.29%-530.9pp |
| Employer contribution / active EE | $49,071 | $7,024+598.6% | $6,427+663.5% | $4,663+952.4% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $208,214 | $16,364+1172.4% | $13,899+1398.0% | $13,390+1455.0% |