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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 | $3,425,796 | $183,539+1766.5% | $155,556+2102.3% | $145,897+2248.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 70.96% | 61.31%+9.6pp | 64.84%+6.1pp | 552.29%-481.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $34,140 | $6,467+427.9% | $5,631+506.3% | $6,689+410.4% |
| Admin fee / account holder | $39,698 | $19,275+106.0% | $15,885+149.9% | $13,390+196.5% |