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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 | $2,008,573 | $199,109+908.8% | $173,730+1056.1% | $154,746+1198.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.16% | 20.02%-7.9pp | 19.96%-7.8pp | 172.34%-160.2pp |
| Employer contribution / active EE | $40,000 | $5,311+653.1% | $4,577+773.9% | $4,379+813.4% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $52,456 | $20,916+150.8% | $17,523+199.3% | $14,365+265.2% |