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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 | $2,407,785 | $94,031+2460.6% | $115,768+1979.8% | $82,448+2820.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 25.45% | 20.61%+4.8pp | 100.46%-75.0pp | 41.64%-16.2pp |
| Employer contribution / active EE | $23,756 | $2,323+922.5% | $2,940+708.1% | $2,551+831.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $272,781 | $10,249+2561.4% | $12,439+2092.9% | $7,234+3670.6% |