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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 | $7,756,284 | $123,793+6165.5% | $177,839+4261.4% | $79,859+9612.5% |
| Participation rate | 92.2% | 84.7%+7.5pp | 87.7%+4.4pp | 69.6%+22.5pp |
| Annual return | 78.44% | 22.82%+55.6pp | 48.33%+30.1pp | 31.71%+46.7pp |
| Employer contribution / active EE | $35,559 | $4,095+768.3% | $5,919+500.8% | $2,471+1338.9% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $89,026 | $7,243+1129.2% | $12,432+616.1% | $5,307+1577.7% |