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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 | $13,484,146 | $138,393+9643.4% | $184,256+7218.2% | $80,959+16555.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 101.84% | 20.01%+81.8pp | 28.85%+73.0pp | 35.67%+66.2pp |
| Employer contribution / active EE | $41,929 | $4,847+765.0% | $6,427+552.4% | $2,757+1420.7% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,937,406 | $10,489+27904.4% | $13,899+21033.3% | $6,925+42315.3% |