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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 | $6,907,331 | $215,361+3107.3% | $171,082+3937.4% | $273,972+2421.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.82% | 25.14%-17.3pp | 32.56%-24.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $28,077 | $4,967+465.3% | $4,002+601.6% | $4,869+476.7% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,161 | $10,846-52.4% | $8,520-39.4% | $10,133-49.1% |