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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 | $5,487,000 | $115,911+4633.8% | $100,530+5358.0% | $158,950+3352.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.39% | 34.80%-16.4pp | 30.89%-12.5pp | 302.91%-284.5pp |
| Employer contribution / active EE | $57,000 | $4,104+1288.9% | $3,418+1567.6% | $4,762+1097.0% |
| Participant deferral / active EE | $0 | $6,676-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $71,364 | $10,999+548.8% | $8,083+782.9% | $11,248+534.4% |