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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 | $213,785+3022.3% | $185,441+3499.6% | $155,188+4201.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.02% | 19.97%-7.9pp | 20.16%-8.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $46,000 | $5,393+753.0% | $4,672+884.5% | $4,248+982.9% |
| Participant deferral / active EE | $31,118 | $6,864+353.3% | $6,152+405.9% | $6,531+376.5% |
| Admin fee / account holder | $1,192 | $21,134-94.4% | $17,890-93.3% | $14,480-91.8% |