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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 | $1,979,580 | $190,862+937.2% | $159,991+1137.3% | $134,509+1371.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 4.88% | 552.59%-547.7pp | 408.82%-403.9pp | 418.13%-413.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $17,094 | $6,924+146.9% | $6,183+176.5% | $6,400+167.1% |
| Admin fee / account holder | $88,329 | $10,495+741.6% | $8,715+913.6% | $11,427+673.0% |