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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 | $2,945,431 | $138,312+2029.6% | $122,979+2295.1% | $155,188+1798.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 16.74% | 22.06%-5.3pp | 20.12%-3.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $69,000 | $3,530+1854.5% | $3,062+2153.2% | $4,248+1524.4% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $14,534 | $15,089-3.7% | $12,864+13.0% | $14,480+0.4% |