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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 | $4,209,185 | $160,059+2529.8% | $140,019+2906.2% | $135,380+3009.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.03% | 911.48%-908.4pp | 651.17%-648.1pp | 519.81%-516.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $18,750 | $7,641+145.4% | $6,927+170.7% | $5,609+234.3% |
| Admin fee / account holder | $19,270 | $13,328+44.6% | $10,705+80.0% | $10,828+78.0% |