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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 | $1,492,603 | $127,386+1071.7% | $115,037+1197.5% | $125,393+1090.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.59% | 31.28%-29.7pp | 26.14%-24.6pp | 282.23%-280.6pp |
| Employer contribution / active EE | $38,917 | $5,166+653.3% | $4,608+744.6% | $4,866+699.8% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,351-100.0% |
| Admin fee / account holder | $17,276 | $9,516+81.5% | $8,175+111.3% | $9,541+81.1% |