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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 | $2,583,045 | $217,432+1088.0% | $185,849+1289.9% | $167,536+1441.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 29.37% | 148.42%-119.0pp | 122.10%-92.7pp | 478.82%-449.4pp |
| Employer contribution / active EE | $28,567 | $5,875+386.3% | $5,169+452.7% | $4,839+490.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $66,487 | $19,818+235.5% | $16,244+309.3% | $12,315+439.9% |