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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 | $1,632,728 | $88,672+1741.3% | $105,223+1451.7% | $82,448+1880.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 23.88% | 30.86%-7.0pp | 180.65%-156.8pp | 41.64%-17.8pp |
| Employer contribution / active EE | $19,046 | $3,048+524.9% | $3,689+416.4% | $2,551+646.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $40,271 | $7,146+463.6% | $8,859+354.6% | $7,234+456.7% |