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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 | $3,305,253 | $156,398+2013.4% | $147,318+2143.6% | $138,895+2279.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.27% | 78.75%-57.5pp | 70.43%-49.2pp | 145.39%-124.1pp |
| Employer contribution / active EE | $37,357 | $4,853+669.7% | $4,593+713.4% | $4,194+790.7% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $122,065 | $14,976+715.1% | $13,708+790.5% | $12,562+871.7% |