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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 | $183,539+1526.8% | $155,556+1819.5% | $145,897+1946.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.48% | 61.31%-40.8pp | 64.84%-44.4pp | 552.29%-531.8pp |
| Employer contribution / active EE | $32,233 | $5,315+506.4% | $4,675+589.4% | $4,663+591.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $92,785 | $19,275+381.4% | $15,885+484.1% | $13,390+592.9% |