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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 | $3,144,755 | $228,352+1277.2% | $185,827+1592.3% | $158,950+1878.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.56% | 40.81%-28.3pp | 35.96%-23.4pp | 302.91%-290.3pp |
| Employer contribution / active EE | $26,811 | $4,967+439.8% | $4,087+556.0% | $4,762+463.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $33,333 | $11,867+180.9% | $9,502+250.8% | $11,248+196.3% |