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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 | $3,485,497 | $57,140+6000.0% | $85,240+3989.0% | $80,959+4205.3% |
| Participation rate | 98.5% | 56.4%+42.1pp | 67.5%+31.0pp | 67.7%+30.9pp |
| Annual return | 22.25% | 21.71%+0.5pp | 66.75%-44.5pp | 35.67%-13.4pp |
| Employer contribution / active EE | $29,146 | $1,802+1517.5% | $2,735+965.5% | $2,757+957.1% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $25,998 | $4,992+420.8% | $6,165+321.7% | $6,925+275.4% |