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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 | $2,257,458 | $183,516+1130.1% | $155,534+1351.4% | $145,884+1447.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.55% | 61.43%-41.9pp | 64.92%-45.4pp | 551.85%-532.3pp |
| Employer contribution / active EE | $21,707 | $5,315+308.4% | $4,675+364.3% | $4,662+365.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $44,982 | $19,293+133.1% | $15,900+182.9% | $13,392+235.9% |