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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 | $6,675,094 | $254,759+2520.2% | $216,567+2982.2% | $198,609+3260.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.02% | 10.04%+2.0pp | 12.94%-0.9pp | 202.70%-190.7pp |
| Employer contribution / active EE | $46,000 | $6,096+654.5% | $5,216+781.9% | $5,055+809.9% |
| Participant deferral / active EE | $31,118 | $6,948+347.9% | $6,191+402.7% | $6,977+346.0% |
| Admin fee / account holder | $1,192 | $26,311-95.5% | $21,981-94.6% | $19,030-93.7% |