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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 | $4,762,474 | $94,529+4938.1% | $140,019+3301.3% | $64,173+7321.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 77.46% | 7.77%+69.7pp | 651.17%-573.7pp | 7.63%+69.8pp |
| Employer contribution / active EE | $30,268 | $3,812+693.9% | $5,605+440.0% | $2,381+1171.3% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $52,562 | $6,741+679.7% | $10,705+391.0% | $4,887+975.4% |