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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 | $4,593,868 | $94,529+4759.7% | $140,019+3180.9% | $64,173+7058.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 87.5%+2.5pp | 69.6%+20.4pp |
| Annual return | 13.25% | 7.77%+5.5pp | 651.19%-637.9pp | 7.63%+5.6pp |
| Employer contribution / active EE | $33,341 | $3,812+774.5% | $5,605+494.8% | $2,381+1300.4% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,139,147 | $6,741+16799.0% | $10,705+10540.9% | $4,887+23207.6% |