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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 | $1,899,525 | $87,059+2081.9% | $105,608+1698.7% | $80,925+2247.3% |
| Participation rate | 97.1% | 70.4%+26.6pp | 75.3%+21.8pp | 67.7%+29.4pp |
| Annual return | 18.06% | 17.05%+1.0pp | 116.50%-98.4pp | 35.65%-17.6pp |
| Employer contribution / active EE | $23,350 | $2,396+874.3% | $3,167+637.3% | $2,756+747.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $70,339 | $8,443+733.1% | $11,028+537.8% | $6,940+913.5% |