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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 | $1,955,243 | $167,522+1067.2% | $151,639+1189.4% | $134,532+1353.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.76% | 7.81%-7.0pp | 3.34%-2.6pp | 418.27%-417.5pp |
| Employer contribution / active EE | $15,139 | $6,828+121.7% | $6,165+145.6% | $4,741+219.3% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $455,259 | $13,780+3203.9% | $11,613+3820.2% | $11,429+3883.5% |