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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 | $2,193,855 | $111,535+1867.0% | $105,223+1984.9% | $137,256+1498.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 30.58% | 237.85%-207.3pp | 180.65%-150.1pp | 220.34%-189.8pp |
| Employer contribution / active EE | $8,018 | $3,939+103.5% | $3,689+117.4% | $4,156+92.9% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,647 | $9,721-62.5% | $8,859-58.8% | $12,270-70.3% |