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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 | $57,073+6007.1% | $85,126+3994.5% | $80,925+4207.1% |
| Participation rate | 98.5% | 56.4%+42.1pp | 67.5%+31.0pp | 67.7%+30.9pp |
| Annual return | 22.25% | 21.69%+0.6pp | 66.63%-44.4pp | 35.65%-13.4pp |
| Employer contribution / active EE | $29,146 | $1,801+1518.6% | $2,731+967.1% | $2,756+957.4% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $25,998 | $4,988+421.2% | $6,160+322.0% | $6,940+274.6% |