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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 | $3,158,200 | $160,070+1873.0% | $147,117+2046.7% | $145,897+2064.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.03% | 98.69%-79.7pp | 420.54%-401.5pp | 552.29%-533.3pp |
| Employer contribution / active EE | $71,709 | $5,285+1257.0% | $4,932+1353.8% | $4,663+1438.0% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $37,571 | $15,035+149.9% | $12,993+189.2% | $13,390+180.6% |