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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 | $1,607,223 | $127,387+1161.7% | $115,038+1297.1% | $125,389+1181.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.57% | 31.28%-25.7pp | 26.14%-20.6pp | 282.24%-276.7pp |
| Employer contribution / active EE | $4,410 | $5,166-14.6% | $4,608-4.3% | $4,866-9.4% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $693 | $9,516-92.7% | $8,175-91.5% | $9,541-92.7% |