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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 | $156,398+1342.7% | $147,318+1431.6% | $138,895+1524.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 29.13% | 78.75%-49.6pp | 70.43%-41.3pp | 145.39%-116.3pp |
| Employer contribution / active EE | $77,500 | $4,853+1496.9% | $4,593+1587.4% | $4,194+1747.8% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $372 | $14,976-97.5% | $13,708-97.3% | $12,562-97.0% |