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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 | $4,711,067 | $209,422+2149.6% | $178,503+2539.2% | $158,982+2863.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.15% | 188.81%-165.7pp | 151.12%-128.0pp | 302.99%-279.8pp |
| Employer contribution / active EE | $1,369 | $5,707-76.0% | $5,011-72.7% | $4,763-71.3% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $317 | $17,079-98.1% | $13,987-97.7% | $11,252-97.2% |