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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 | $4,976,587 | $157,296+3063.8% | $141,191+3424.7% | $152,897+3154.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.93% | 64.34%-48.4pp | 71.41%-55.5pp | 345.43%-329.5pp |
| Employer contribution / active EE | $70,973 | $5,262+1248.7% | $4,736+1398.6% | $4,764+1389.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $57,619 | $12,125+375.2% | $10,264+461.4% | $11,599+396.7% |