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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 | $3,027,412 | $181,062+1572.0% | $158,223+1813.4% | $155,188+1850.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 29.26% | 57.39%-28.1pp | 52.09%-22.8pp | 148.84%-119.6pp |
| Employer contribution / active EE | $1,814 | $4,565-60.3% | $4,109-55.9% | $4,248-57.3% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $402,171 | $18,825+2036.4% | $16,047+2406.2% | $14,480+2677.5% |