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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 | $4,747,302 | $97,020+4793.1% | $83,322+5597.6% | $135,379+3406.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 19.08% | 12.31%+6.8pp | 10.64%+8.4pp | 519.79%-500.7pp |
| Employer contribution / active EE | $55,000 | $4,144+1227.4% | $3,379+1527.8% | $4,779+1050.9% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,917 | $8,426-53.5% | $7,540-48.0% | $10,828-63.8% |