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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 | $4,570,898 | $228,395+1901.3% | $185,861+2359.3% | $158,982+2775.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.95% | 40.82%-34.9pp | 35.96%-30.0pp | 302.99%-297.0pp |
| Employer contribution / active EE | $633 | $4,968-87.3% | $4,088-84.5% | $4,763-86.7% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $125,642 | $11,869+958.6% | $9,503+1222.1% | $11,252+1016.7% |