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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 | $2,971,647 | $167,533+1673.8% | $151,645+1859.6% | $134,545+2108.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 5.29% | 7.81%-2.5pp | 3.34%+1.9pp | 418.37%-413.1pp |
| Employer contribution / active EE | $20,000 | $6,828+192.9% | $6,165+224.4% | $4,742+321.8% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,375 | $13,781-75.5% | $11,614-70.9% | $11,431-70.5% |