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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 | $4,432,182 | $226,135+1860.0% | $182,558+2327.8% | $152,909+2798.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 25.03% | 192.60%-167.6pp | 148.59%-123.6pp | 345.46%-320.4pp |
| Employer contribution / active EE | $642 | $4,979-87.1% | $4,076-84.3% | $4,764-86.5% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,783 | $10,707+47.4% | $8,594+83.6% | $11,601+36.0% |