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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 | $2,019,221 | $150,445+1242.2% | $136,297+1381.5% | $147,585+1268.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.80% | 1049.14%-1030.3pp | 5156.16%-5137.4pp | 578.57%-559.8pp |
| Employer contribution / active EE | $29,197 | $5,256+455.5% | $4,696+521.8% | $4,876+498.7% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $63,837 | $10,906+485.3% | $9,244+590.6% | $10,885+486.4% |