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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 | $4,624,102 | $201,259+2197.6% | $184,200+2410.4% | $145,959+3068.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.48% | 28.98%-7.5pp | 28.80%-7.3pp | 561.95%-540.5pp |
| Employer contribution / active EE | $18,125 | $7,018+158.3% | $6,424+182.1% | $4,661+288.9% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $241,992 | $16,372+1378.0% | $13,907+1640.1% | $13,398+1706.2% |