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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 | $4,997,076 | $211,946+2257.7% | $169,452+2849.0% | $135,380+3591.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 4.14% | 3.26%+0.9pp | 1.83%+2.3pp | 519.81%-515.7pp |
| Employer contribution / active EE | $19,406 | $5,117+279.2% | $4,157+366.8% | $4,779+306.1% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $262,382 | $11,472+2187.2% | $9,110+2780.3% | $10,828+2323.2% |