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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 | $2,093,144 | $166,242+1159.1% | $165,071+1168.0% | $145,884+1334.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.77% | 100.44%-91.7pp | 70.17%-61.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $42,977 | $5,283+713.5% | $4,347+888.5% | $4,662+821.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $78,987 | $16,658+374.2% | $12,695+522.2% | $13,392+489.8% |