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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 | $2,257,072 | $192,829+1070.5% | $142,516+1483.7% | $139,466+1518.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 24.65% | 17.99%+6.7pp | 19.99%+4.7pp | 373.66%-349.0pp |
| Employer contribution / active EE | $36,628 | $5,808+530.6% | $4,849+655.4% | $4,754+670.5% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,712-100.0% |
| Admin fee / account holder | $13,469 | $15,120-10.9% | $10,008+34.6% | $11,409+18.1% |