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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 | $3,607,071 | $181,062+1892.2% | $158,223+2179.7% | $155,188+2224.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.99% | 57.39%-48.4pp | 52.09%-43.1pp | 148.84%-139.8pp |
| Employer contribution / active EE | $31,631 | $4,565+593.0% | $4,109+669.8% | $4,248+644.7% |
| Participant deferral / active EE | $20,333 | $6,134+231.5% | $5,467+271.9% | $6,531+211.3% |
| Admin fee / account holder | $8,538 | $18,825-54.6% | $16,047-46.8% | $14,480-41.0% |