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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 | $1,162,911 | $86,940+1237.6% | $102,434+1035.3% | $80,935+1336.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 38.78% | 18.89%+19.9pp | 29.46%+9.3pp | 35.66%+3.1pp |
| Employer contribution / active EE | $25,783 | $2,370+988.1% | $3,023+752.8% | $2,757+835.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $120,371 | $8,047+1395.8% | $9,462+1172.2% | $6,924+1638.4% |