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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 | $7,201,635 | $176,077+3990.0% | $159,455+4416.4% | $167,518+4199.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.51% | 331.83%-311.3pp | 263.63%-243.1pp | 478.71%-458.2pp |
| Employer contribution / active EE | $28,060 | $5,298+429.6% | $4,830+480.9% | $4,838+479.9% |
| Participant deferral / active EE | $17,333 | $7,751+123.6% | $7,353+135.7% | $6,342+173.3% |
| Admin fee / account holder | $173,383 | $12,556+1280.8% | $10,800+1505.3% | $12,312+1308.2% |