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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 | $8,325,114 | $183,539+4435.9% | $155,556+5251.8% | $145,897+5606.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.92% | 61.31%-35.4pp | 64.84%-38.9pp | 552.29%-526.4pp |
| Employer contribution / active EE | $24,139 | $5,315+354.1% | $4,675+416.3% | $4,663+417.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $321,711 | $19,275+1569.1% | $15,885+1925.3% | $13,390+2302.5% |