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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 | $3,576,399 | $154,754+2211.0% | $124,206+2779.4% | $138,895+2474.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 14.27% | 709.28%-695.0pp | 515.27%-501.0pp | 145.39%-131.1pp |
| Employer contribution / active EE | $46,500 | $4,446+945.8% | $3,540+1213.5% | $4,194+1008.7% |
| Participant deferral / active EE | $31,000 | $4,621+570.9% | $3,968+681.3% | $6,396+384.7% |
| Admin fee / account holder | $28,754 | $6,690+329.8% | $5,929+385.0% | $12,562+128.9% |