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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 | $2,873,540 | $183,539+1465.6% | $155,556+1747.3% | $145,897+1869.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.57% | 61.31%-39.7pp | 64.84%-43.3pp | 552.29%-530.7pp |
| Employer contribution / active EE | $12,469 | $5,315+134.6% | $4,675+166.7% | $4,663+167.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $148,518 | $19,275+670.5% | $15,885+835.0% | $13,390+1009.1% |