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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 | $1,748,574 | $48,277+3522.0% | $67,511+2490.1% | $80,874+2062.1% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.6%+7.4pp |
| Annual return | 23.80% | 18.27%+5.5pp | 3517.41%-3493.6pp | 35.62%-11.8pp |
| Employer contribution / active EE | $17,388 | $2,021+760.3% | $2,733+536.3% | $2,756+531.0% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $15,113 | $3,687+309.9% | $3,999+277.9% | $6,935+117.9% |