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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 | $3,087,486 | $135,956+2170.9% | $123,894+2392.0% | $273,972+1026.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 22.11% | 56.63%-34.5pp | 47.52%-25.4pp | 41.46%-19.3pp |
| Employer contribution / active EE | $8,007 | $5,170+54.9% | $4,617+73.4% | $4,869+64.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $118,656 | $9,817+1108.6% | $8,357+1319.8% | $10,133+1071.0% |