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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 | $7,044,840 | $232,540+2929.5% | $185,117+3705.6% | $147,586+4673.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.92% | 43.03%-34.1pp | 40.50%-31.6pp | 578.59%-569.7pp |
| Employer contribution / active EE | $21,057 | $5,195+305.3% | $4,182+403.6% | $4,876+331.8% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $505,743 | $10,275+4822.0% | $8,159+6098.3% | $10,886+4545.9% |