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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 | $3,255,510 | $93,598+3378.2% | $135,974+2294.2% | $75,173+4230.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 33.79% | 30.89%+2.9pp | 68.30%-34.5pp | 160.72%-126.9pp |
| Employer contribution / active EE | $15,439 | $3,538+336.4% | $4,859+217.8% | $2,671+478.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $448,541 | $6,978+6328.2% | $10,767+4066.1% | $5,651+7838.0% |