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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 | $1,733,070 | $95,453+1715.6% | $112,040+1446.8% | $82,448+2002.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.53% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $20,821 | $2,318+798.3% | $2,954+604.9% | $2,551+716.2% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,358 | $9,013-51.7% | $12,098-64.0% | $7,234-39.8% |