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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 | $2,072,010 | $110,410+1776.7% | $102,437+1922.7% | $145,897+1320.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.96% | 24.85%+3.1pp | 24.95%+3.0pp | 552.29%-524.3pp |
| Employer contribution / active EE | $15,000 | $4,217+255.7% | $3,871+287.5% | $4,663+221.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $208,675 | $9,745+2041.3% | $8,388+2387.8% | $13,390+1458.4% |