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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 | $7,159,416 | $150,412+4659.9% | $120,574+5837.8% | $145,884+4807.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 31.67% | 154.50%-122.8pp | 107.42%-75.8pp | 551.85%-520.2pp |
| Employer contribution / active EE | $24,776 | $4,355+469.0% | $3,471+613.9% | $4,662+431.4% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $444 | $12,224-96.4% | $9,445-95.3% | $13,392-96.7% |