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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 | $3,094,230 | $181,062+1608.9% | $158,223+1855.6% | $155,188+1893.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.24% | 57.39%-42.1pp | 52.09%-36.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,589 | $4,565-65.2% | $4,109-61.3% | $4,248-62.6% |
| Participant deferral / active EE | $31,000 | $6,134+405.3% | $5,467+467.0% | $6,531+374.6% |
| Admin fee / account holder | $131,646 | $18,825+599.3% | $16,047+720.4% | $14,480+809.2% |