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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 | $2,393,420 | $162,529+1372.6% | $130,788+1730.0% | $154,746+1446.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.09% | 510.48%-499.4pp | 386.44%-375.4pp | 172.34%-161.2pp |
| Employer contribution / active EE | $5,613 | $4,447+26.2% | $3,558+57.8% | $4,379+28.2% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $222,963 | $7,669+2807.3% | $6,673+3241.4% | $14,365+1452.1% |