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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 | $1,909,646 | $69,977+2629.0% | $108,582+1658.7% | $62,881+2936.9% |
| Participation rate | 90.3% | 72.9%+17.4pp | 79.6%+10.8pp | 69.3%+21.0pp |
| Annual return | 11.07% | 10.73%+0.3pp | -51.70%+62.8pp | 20.14%-9.1pp |
| Employer contribution / active EE | $16,749 | $2,135+684.5% | $3,758+345.6% | $2,281+634.3% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $23,603 | $5,076+364.9% | $7,645+208.7% | $4,296+449.5% |