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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 | $1,875,866 | $148,629+1162.1% | $135,982+1279.5% | $139,487+1244.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.78% | 79.33%-57.5pp | 68.32%-46.5pp | 373.84%-352.1pp |
| Employer contribution / active EE | $7,500 | $5,247+43.0% | $4,859+54.4% | $4,755+57.7% |
| Participant deferral / active EE | $27,000 | $8,102+233.2% | $7,760+247.9% | $6,713+302.2% |
| Admin fee / account holder | $133,318 | $12,406+974.6% | $10,767+1138.2% | $11,407+1068.7% |