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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 | $3,380,062 | $211,239+1500.1% | $178,528+1793.3% | $145,877+2217.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 44.82% | 30.22%+14.6pp | 27.11%+17.7pp | 551.28%-506.5pp |
| Employer contribution / active EE | $1,853 | $4,570-59.5% | $3,950-53.1% | $4,663-60.3% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $342,737 | $12,095+2733.8% | $10,419+3189.5% | $13,402+2457.3% |