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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 | $5,583,951 | $172,111+3144.4% | $150,298+3615.3% | $137,256+3968.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 122.60% | 69.37%+53.2pp | 62.79%+59.8pp | 220.34%-97.7pp |
| Employer contribution / active EE | $69,645 | $4,636+1402.2% | $4,154+1576.5% | $4,156+1575.7% |
| Participant deferral / active EE | $3,750 | $6,166-39.2% | $5,453-31.2% | $6,407-41.5% |
| Admin fee / account holder | $4,521 | $16,471-72.6% | $14,116-68.0% | $12,270-63.2% |