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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 | $2,909,557 | $196,972+1377.1% | $182,262+1496.4% | $198,609+1365.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 6.06% | 158.27%-152.2pp | 140.60%-134.5pp | 202.70%-196.6pp |
| Employer contribution / active EE | $39,000 | $5,364+627.1% | $5,046+672.9% | $5,055+671.5% |
| Participant deferral / active EE | $31,000 | $8,643+258.7% | $8,276+274.6% | $6,977+344.3% |
| Admin fee / account holder | $122,180 | $18,429+563.0% | $16,712+631.1% | $19,030+542.0% |