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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 | $1,065,035 | $73,978+1339.7% | $96,515+1003.5% | $75,173+1316.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 25.23% | 26.72%-1.5pp | 35.73%-10.5pp | 160.72%-135.5pp |
| Employer contribution / active EE | $30,614 | $2,931+944.6% | $3,740+718.6% | $2,671+1046.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,805 | $5,219-65.4% | $6,735-73.2% | $5,651-68.1% |