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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 | $178,174+3646.4% | $156,181+4174.0% | $137,256+4763.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.02% | 84.19%-72.2pp | 64.87%-52.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $46,000 | $4,972+825.2% | $4,294+971.3% | $4,156+1006.8% |
| Participant deferral / active EE | $31,118 | $6,888+351.8% | $6,132+407.5% | $6,407+385.7% |
| Admin fee / account holder | $1,192 | $17,404-93.2% | $14,586-91.8% | $12,270-90.3% |