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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 | $3,533,652 | $155,555+2171.6% | $146,866+2306.0% | $155,188+2177.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.75% | 115.41%-95.7pp | 102.85%-83.1pp | 148.84%-129.1pp |
| Employer contribution / active EE | $23,121 | $4,647+397.6% | $4,425+422.5% | $4,248+444.3% |
| Participant deferral / active EE | $31,000 | $8,044+285.4% | $7,759+299.5% | $6,531+374.6% |
| Admin fee / account holder | $67,891 | $14,755+360.1% | $13,620+398.5% | $14,480+368.9% |