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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 | $3,051,273 | $212,386+1336.7% | $199,883+1426.5% | $138,895+2096.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.31% | 47.75%-35.4pp | 43.81%-31.5pp | 145.39%-133.1pp |
| Employer contribution / active EE | $57,395 | $6,625+766.4% | $6,261+816.7% | $4,194+1268.4% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $874,843 | $18,233+4698.1% | $17,268+4966.4% | $12,562+6864.1% |