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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 | $1,124,661 | $87,834+1180.4% | $133,975+739.5% | $62,881+1688.6% |
| Participation rate | 93.9% | 83.4%+10.6pp | 87.1%+6.9pp | 69.3%+24.6pp |
| Annual return | 0.00% | 12.05%-12.1pp | 29.29%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $66,692 | $3,482+1815.1% | $5,211+1179.8% | $2,281+2823.9% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $33,510 | $5,372+523.7% | $9,324+259.4% | $4,296+680.1% |