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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 | $3,129,962 | $201,264+1455.2% | $184,185+1599.4% | $145,978+2044.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.71% | 29.00%-8.3pp | 28.81%-8.1pp | 550.52%-529.8pp |
| Employer contribution / active EE | $66,000 | $7,021+840.1% | $6,426+927.1% | $4,662+1315.8% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $116,775 | $16,376+613.1% | $13,909+739.6% | $13,400+771.4% |