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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 | $2,256,336 | $155,555+1350.5% | $146,866+1436.3% | $155,188+1353.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 29.13% | 115.41%-86.3pp | 102.85%-73.7pp | 148.84%-119.7pp |
| Employer contribution / active EE | $77,500 | $4,647+1567.9% | $4,425+1651.5% | $4,248+1724.5% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $372 | $14,755-97.5% | $13,620-97.3% | $14,480-97.4% |