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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 | $2,909,949 | $211,105+1278.4% | $178,449+1530.7% | $145,978+1893.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.34% | 30.19%-18.9pp | 27.09%-15.7pp | 550.52%-539.2pp |
| Employer contribution / active EE | $1,148 | $4,569-74.9% | $3,951-71.0% | $4,662-75.4% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,159 | $12,017-90.4% | $10,362-88.8% | $13,400-91.4% |