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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 | $2,801,977 | $169,336+1554.7% | $129,384+2065.6% | $145,884+1820.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.35% | 14408.70%-14400.4pp | 9461.77%-9453.4pp | 551.85%-543.5pp |
| Employer contribution / active EE | $46,000 | $5,540+730.3% | $4,153+1007.6% | $4,662+886.6% |
| Participant deferral / active EE | $25,500 | $4,985+411.5% | $4,166+512.1% | $6,690+281.2% |
| Admin fee / account holder | $51,417 | $9,912+418.7% | $7,686+569.0% | $13,392+283.9% |