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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 | $2,020,958 | $157,304+1184.7% | $141,197+1331.3% | $152,909+1221.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.99% | 64.34%-40.4pp | 71.41%-47.4pp | 345.46%-321.5pp |
| Employer contribution / active EE | $15,000 | $5,263+185.0% | $4,736+216.7% | $4,764+214.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,672 | $12,126-69.7% | $10,265-64.2% | $11,601-68.4% |