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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 | $2,325,840 | $176,786+1215.6% | $146,643+1486.1% | $167,536+1288.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 42.56% | 24.04%+18.5pp | 22.75%+19.8pp | 478.82%-436.3pp |
| Employer contribution / active EE | $29,364 | $5,161+469.0% | $4,137+609.8% | $4,839+506.8% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $98,222 | $13,262+640.7% | $10,280+855.4% | $12,315+697.6% |