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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 | $110,379+1777.2% | $102,412+1923.2% | $145,884+1320.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.96% | 24.84%+3.1pp | 24.94%+3.0pp | 551.85%-523.9pp |
| Employer contribution / active EE | $15,000 | $4,216+255.8% | $3,870+287.6% | $4,662+221.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $208,675 | $9,745+2041.4% | $8,388+2387.9% | $13,392+1458.2% |