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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 | $2,036,414 | $183,592+1009.2% | $155,574+1209.0% | $145,877+1296.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.49% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $71,800 | $5,317+1250.5% | $4,676+1435.6% | $4,663+1439.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $147,710 | $19,316+664.7% | $15,914+828.2% | $13,402+1002.1% |