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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 | $1,986,028 | $161,352+1130.9% | $134,172+1380.2% | $137,256+1347.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.16% | 28.72%-9.6pp | 25.30%-6.1pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,743 | $5,552+165.5% | $4,690+214.3% | $6,407+130.1% |
| Admin fee / account holder | $13,229 | $15,028-12.0% | $12,016+10.1% | $12,270+7.8% |