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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 | $2,307,399 | $201,344+1046.0% | $184,243+1152.4% | $145,877+1481.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.49% | 29.01%-17.5pp | 28.82%-17.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,513 | $9,807+37.8% | $9,132+48.0% | $6,691+102.0% |
| Admin fee / account holder | $56,239 | $16,382+243.3% | $13,914+304.2% | $13,402+319.6% |