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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 | $2,454,552 | $176,786+1288.4% | $146,643+1573.8% | $167,536+1365.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 32.80% | 24.04%+8.8pp | 22.75%+10.1pp | 478.82%-446.0pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,667 | $6,440-12.0% | $5,506+2.9% | $6,342-10.7% |
| Admin fee / account holder | $8,020 | $13,262-39.5% | $10,280-22.0% | $12,315-34.9% |