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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 | $5,664,291 | $209,336+2605.8% | $197,124+2773.5% | $137,256+4026.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.49% | 48.09%-25.6pp | 44.34%-21.9pp | 220.34%-197.8pp |
| Employer contribution / active EE | $18,125 | $6,591+175.0% | $6,227+191.1% | $4,156+336.1% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,000 | $17,308-30.7% | $16,298-26.4% | $12,270-2.2% |