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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 | $2,726,491 | $97,125+2707.2% | $86,233+3061.8% | $137,256+1886.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.83% | 74.19%-61.4pp | 61.39%-48.6pp | 220.34%-207.5pp |
| Employer contribution / active EE | $13,750 | $2,841+383.9% | $2,504+449.0% | $4,156+230.8% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $129,725 | $9,725+1234.0% | $8,342+1455.1% | $12,270+957.2% |