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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 | $2,173,188 | $115,814+1776.4% | $101,275+2045.8% | $158,982+1266.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.25% | 56.16%-40.9pp | 46.48%-31.2pp | 302.99%-287.7pp |
| Employer contribution / active EE | $56,000 | $4,176+1241.1% | $3,660+1430.0% | $4,763+1075.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,810 | $7,249+145.7% | $5,948+199.4% | $11,252+58.3% |