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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 | $8,557,185 | $125,814+6701.5% | $170,055+4932.0% | $75,184+11281.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 89.86% | 27.20%+62.7pp | 53.43%+36.4pp | 160.78%-70.9pp |
| Employer contribution / active EE | $56,576 | $4,617+1125.5% | $6,790+733.2% | $2,671+2017.9% |
| Participant deferral / active EE | $0 | $6,839-100.0% | $10,410-100.0% | $4,127-100.0% |
| Admin fee / account holder | $47,910 | $8,177+485.9% | $12,828+273.5% | $5,652+747.7% |