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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 | $1,754,566 | $127,096+1280.5% | $105,736+1559.4% | $135,380+1196.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 0.71% | 4.49%-3.8pp | 6.27%-5.6pp | 519.81%-519.1pp |
| Employer contribution / active EE | $15,000 | $4,107+265.3% | $3,268+359.0% | $4,779+213.9% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15,924 | $9,087+75.2% | $6,913+130.3% | $10,828+47.1% |