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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 | $5,061,730 | $211,946+2288.2% | $169,452+2887.1% | $135,382+3638.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.58% | 3.26%+4.3pp | 1.83%+5.8pp | 519.77%-512.2pp |
| Employer contribution / active EE | $28,750 | $5,117+461.9% | $4,157+591.6% | $4,779+501.6% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $235,160 | $11,472+1949.9% | $9,110+2481.4% | $10,829+2071.7% |