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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 | $2,724,929 | $169,356+1509.0% | $129,406+2005.7% | $145,897+1767.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.72% | 14418.62%-14410.9pp | 9468.18%-9460.5pp | 552.29%-544.6pp |
| Employer contribution / active EE | $38,521 | $5,542+595.1% | $4,155+827.0% | $4,663+726.2% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $189,958 | $9,915+1815.8% | $7,689+2370.6% | $13,390+1318.6% |