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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 | $1,736,757 | $79,955+2072.2% | $98,461+1663.9% | $75,173+2210.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 43.71% | 19.75%+24.0pp | 21.17%+22.5pp | 160.72%-117.0pp |
| Employer contribution / active EE | $22,722 | $2,264+903.6% | $3,049+645.3% | $2,671+750.7% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17,552 | $6,841+156.6% | $8,961+95.9% | $5,651+210.6% |