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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 | $2,193,592 | $45,872+4682.0% | $77,081+2745.8% | $68,495+3102.6% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | 84.27% | 1.73%+82.5pp | 42.33%+41.9pp | -7.84%+92.1pp |
| Employer contribution / active EE | $8,715 | $1,650+428.3% | $2,813+209.8% | $2,596+235.7% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,428-100.0% | $4,028-100.0% |
| Admin fee / account holder | $20,103 | $3,041+561.0% | $5,427+270.5% | $5,403+272.0% |