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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 | $8,342,631 | $227,597+3565.5% | $189,575+4300.7% | $167,536+4879.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 25.11% | 78.44%-53.3pp | 64.19%-39.1pp | 478.82%-453.7pp |
| Employer contribution / active EE | $23,925 | $5,316+350.0% | $4,412+442.3% | $4,839+394.4% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $608,950 | $11,877+5027.1% | $9,806+6110.1% | $12,315+4845.0% |