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 | $2,366,306 | $167,350+1314.0% | $143,801+1545.5% | $134,554+1658.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 10.66% | 0.48%+10.2pp | -0.04%+10.7pp | 418.46%-407.8pp |
| Employer contribution / active EE | $22,985 | $5,620+309.0% | $4,952+364.1% | $4,742+384.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,639-100.0% | $6,401-100.0% |
| Admin fee / account holder | $74,449 | $18,096+311.4% | $14,680+407.2% | $11,430+551.4% |