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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 | $2,623,104 | $76,551+3326.6% | $123,894+2017.2% | $62,881+4071.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.45% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $59,586 | $2,882+1967.3% | $4,617+1190.7% | $2,281+2512.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $119,439 | $4,826+2375.0% | $8,357+1329.2% | $4,296+2680.5% |