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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 | $2,422,606 | $232,540+941.8% | $185,117+1208.7% | $147,586+1541.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.02% | 43.03%-24.0pp | 40.50%-21.5pp | 578.59%-559.6pp |
| Employer contribution / active EE | $35,000 | $5,195+573.7% | $4,182+737.0% | $4,876+617.7% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $50,168 | $10,275+388.2% | $8,159+514.8% | $10,886+360.9% |