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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 | $2,985,869 | $183,592+1526.4% | $155,574+1819.3% | $145,877+1946.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.48% | 61.37%-40.9pp | 64.87%-44.4pp | 551.28%-530.8pp |
| Employer contribution / active EE | $32,233 | $5,317+506.3% | $4,676+589.4% | $4,663+591.3% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $92,785 | $19,316+380.4% | $15,914+483.0% | $13,402+592.3% |