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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 | $3,771,216 | $160,070+2256.0% | $147,117+2463.4% | $145,897+2484.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.60% | 98.69%-69.1pp | 420.54%-390.9pp | 552.29%-522.7pp |
| Employer contribution / active EE | $5,183 | $5,285-1.9% | $4,932+5.1% | $4,663+11.2% |
| Participant deferral / active EE | $8,805 | $8,419+4.6% | $8,065+9.2% | $6,689+31.6% |
| Admin fee / account holder | $110,706 | $15,035+636.3% | $12,993+752.1% | $13,390+726.8% |