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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 | $6,675,094 | $199,109+3252.5% | $173,730+3742.2% | $154,746+4213.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.02% | 20.02%-8.0pp | 19.96%-7.9pp | 172.34%-160.3pp |
| Employer contribution / active EE | $46,000 | $5,311+766.1% | $4,577+904.9% | $4,379+950.5% |
| Participant deferral / active EE | $31,118 | $7,113+337.5% | $6,326+391.9% | $6,730+362.4% |
| Admin fee / account holder | $1,192 | $20,916-94.3% | $17,523-93.2% | $14,365-91.7% |