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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 | $2,782,063 | $196,972+1312.4% | $182,262+1426.4% | $198,609+1300.8% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 5.60% | 158.27%-152.7pp | 140.60%-135.0pp | 202.70%-197.1pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $386,563 | $18,429+1997.6% | $16,712+2213.1% | $19,030+1931.3% |