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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 | $107,809+2429.0% | $97,032+2709.9% | $155,188+1656.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 12.83% | 38.06%-25.2pp | 35.38%-22.5pp | 148.84%-136.0pp |
| Employer contribution / active EE | $13,750 | $2,911+372.3% | $2,629+423.0% | $4,248+223.7% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $129,725 | $10,717+1110.4% | $9,418+1277.5% | $14,480+795.9% |