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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 | $138,366+9645.3% | $184,185+7221.0% | $80,911+16565.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 101.84% | 20.02%+81.8pp | 28.81%+73.0pp | 35.63%+66.2pp |
| Employer contribution / active EE | $41,929 | $4,849+764.8% | $6,426+552.5% | $2,756+1421.5% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,937,406 | $10,484+27917.6% | $13,909+21018.6% | $6,935+42258.5% |