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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 | $1,984,504 | $127,386+1457.9% | $115,037+1625.1% | $125,393+1482.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 7.04% | 31.28%-24.2pp | 26.14%-19.1pp | 282.23%-275.2pp |
| Employer contribution / active EE | $5,389 | $5,166+4.3% | $4,608+16.9% | $4,866+10.7% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,351-100.0% |
| Admin fee / account holder | $17,130 | $9,516+80.0% | $8,175+109.5% | $9,541+79.5% |