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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 | $1,832,098 | $65,703+2688.4% | $94,228+1844.3% | $59,633+2972.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 15.83% | 5.22%+10.6pp | 10.68%+5.1pp | 2041.40%-2025.6pp |
| Employer contribution / active EE | $17,592 | $2,021+770.7% | $3,587+390.5% | $2,203+698.7% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $20,810 | $4,264+388.0% | $6,269+231.9% | $4,297+384.3% |