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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 | $1,723,515 | $102,595+1579.9% | $94,057+1732.4% | $154,746+1013.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.17% | 583.42%-569.2pp | 480.62%-466.5pp | 172.34%-158.2pp |
| Employer contribution / active EE | $43,675 | $3,147+1287.7% | $2,933+1389.0% | $4,379+897.4% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $99,421 | $7,736+1185.2% | $7,244+1272.4% | $14,365+592.1% |