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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 | $7,930,432 | $202,463+3817.0% | $169,397+4581.6% | $139,487+5585.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 10.18% | 532.64%-522.5pp | 406.23%-396.1pp | 373.84%-363.7pp |
| Employer contribution / active EE | $24,711 | $4,694+426.4% | $4,013+515.8% | $4,755+419.7% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $311,989 | $10,726+2808.6% | $9,017+3359.9% | $11,407+2635.0% |