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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 | $1,989,445 | $138,078+1340.8% | $125,363+1486.9% | $134,509+1379.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 4.77% | 750.49%-745.7pp | 572.15%-567.4pp | 418.13%-413.4pp |
| Employer contribution / active EE | $1,209 | $5,245-77.0% | $4,815-74.9% | $4,741-74.5% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,655 | $11,566-33.8% | $10,005-23.5% | $11,427-33.0% |