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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 | $48,327+3518.2% | $67,575+2487.6% | $80,935+2060.5% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.7%+7.3pp |
| Annual return | 23.80% | 18.31%+5.5pp | 3528.98%-3505.2pp | 35.66%-11.9pp |
| Employer contribution / active EE | $17,388 | $2,022+759.8% | $2,736+535.6% | $2,757+530.8% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $15,113 | $3,692+309.3% | $3,993+278.5% | $6,924+118.3% |