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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 | $2,265,533 | $227,597+895.4% | $189,575+1095.1% | $167,536+1252.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.46% | 78.44%-61.0pp | 64.19%-46.7pp | 478.82%-461.4pp |
| Employer contribution / active EE | $3,477 | $5,316-34.6% | $4,412-21.2% | $4,839-28.2% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $109,815 | $11,877+824.6% | $9,806+1019.9% | $12,315+791.7% |