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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 | $1,762,468 | $176,071+901.0% | $159,450+1005.3% | $167,497+952.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.31% | 331.79%-318.5pp | 263.60%-250.3pp | 478.62%-465.3pp |
| Employer contribution / active EE | $42,092 | $5,298+694.5% | $4,830+771.5% | $4,838+770.1% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $90,976 | $12,555+624.6% | $10,800+742.4% | $12,310+639.0% |