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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 | $2,146,511 | $211,224+916.2% | $178,505+1102.5% | $145,897+1371.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.38% | 30.28%-21.9pp | 27.16%-18.8pp | 552.29%-543.9pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $69,000 | $6,966+890.6% | $6,280+998.7% | $6,689+931.5% |
| Admin fee / account holder | $96,968 | $12,109+700.8% | $10,428+829.9% | $13,390+624.2% |