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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 | $2,722,968 | $153,311+1676.1% | $109,313+2391.0% | $273,972+893.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.89% | 29.86%-27.0pp | 22.07%-19.2pp | 41.46%-38.6pp |
| Employer contribution / active EE | $13,000 | $5,619+131.4% | $3,892+234.0% | $4,869+167.0% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $622,925 | $8,076+7613.5% | $5,666+10893.2% | $10,133+6047.7% |