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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 | $57,061+6008.4% | $85,063+3997.6% | $80,911+4207.8% |
| Participation rate | 98.5% | 56.3%+42.2pp | 67.5%+31.0pp | 67.6%+30.9pp |
| Annual return | 22.25% | 21.66%+0.6pp | 66.54%-44.3pp | 35.63%-13.4pp |
| Employer contribution / active EE | $29,146 | $1,799+1520.3% | $2,727+968.7% | $2,756+957.6% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $25,998 | $4,986+421.4% | $6,155+322.4% | $6,935+274.9% |