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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 | $1,993,618 | $150,207+1227.3% | $120,380+1556.1% | $145,978+1265.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.83% | 154.28%-145.5pp | 107.28%-98.5pp | 550.52%-541.7pp |
| Employer contribution / active EE | $30,500 | $4,351+601.1% | $3,465+780.3% | $4,662+554.3% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $369 | $12,203-97.0% | $9,421-96.1% | $13,400-97.2% |