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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 | $1,706,752 | $86,949+1862.9% | $102,460+1565.8% | $80,959+2008.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 30.90% | 18.89%+12.0pp | 29.47%+1.4pp | 35.67%-4.8pp |
| Employer contribution / active EE | $24,918 | $2,370+951.5% | $3,025+723.7% | $2,757+803.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,439 | $8,048-44.8% | $9,460-53.1% | $6,925-35.9% |