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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 | $2,493,874 | $190,916+1206.3% | $160,037+1458.3% | $134,545+1753.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 25.86% | 552.79%-526.9pp | 408.95%-383.1pp | 418.37%-392.5pp |
| Employer contribution / active EE | $727 | $4,996-85.4% | $4,226-82.8% | $4,742-84.7% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $510,097 | $10,497+4759.6% | $8,716+5752.2% | $11,431+4362.5% |