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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 | $2,806,045 | $211,224+1228.5% | $178,505+1472.0% | $145,897+1823.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.22% | 30.28%-6.1pp | 27.16%-2.9pp | 552.29%-528.1pp |
| Employer contribution / active EE | $32,000 | $4,577+599.2% | $3,955+709.1% | $4,663+586.3% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $135,000 | $12,109+1014.9% | $10,428+1194.6% | $13,390+908.2% |