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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 | $5,149,713 | $275,752+1767.5% | $256,809+1905.3% | $198,609+2492.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 10.55% | 34.81%-24.3pp | 32.73%-22.2pp | 202.70%-192.1pp |
| Employer contribution / active EE | $46,500 | $7,721+502.3% | $7,263+540.2% | $5,055+819.8% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $7,856 | $25,716-69.5% | $25,146-68.8% | $19,030-58.7% |