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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 | $228,317+1902.0% | $185,808+2360.0% | $158,931+2776.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.95% | 40.81%-34.9pp | 35.95%-30.0pp | 302.86%-296.9pp |
| Employer contribution / active EE | $633 | $4,964-87.3% | $4,086-84.5% | $4,761-86.7% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $125,642 | $11,865+958.9% | $9,501+1222.4% | $11,247+1017.1% |