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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 | $2,922,460 | $72,071+3954.9% | $68,368+4174.6% | $137,256+2029.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.25% | 353.14%-328.9pp | 292.57%-268.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $69,241 | $2,788+2383.6% | $2,649+2513.9% | $4,156+1566.0% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,835 | $5,336-46.9% | $5,150-44.9% | $12,270-76.9% |