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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 | $2,988,367 | $254,759+1073.0% | $216,567+1279.9% | $198,609+1404.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 3.75% | 10.04%-6.3pp | 12.94%-9.2pp | 202.70%-199.0pp |
| Employer contribution / active EE | $13,300 | $6,096+118.2% | $5,216+155.0% | $5,055+163.1% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $235,834 | $26,311+796.3% | $21,981+972.9% | $19,030+1139.3% |