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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 | $4,422,376 | $160,028+2663.5% | $147,080+2906.8% | $145,884+2931.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.33% | 98.60%-79.3pp | 420.17%-400.8pp | 551.85%-532.5pp |
| Employer contribution / active EE | $8,738 | $5,286+65.3% | $4,933+77.1% | $4,662+87.4% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $244,175 | $15,030+1524.6% | $12,989+1779.9% | $13,392+1723.3% |