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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 | $2,273,550 | $127,387+1684.8% | $115,038+1876.3% | $125,389+1713.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.72% | 31.28%-30.6pp | 26.14%-25.4pp | 282.24%-281.5pp |
| Employer contribution / active EE | $25,000 | $5,166+383.9% | $4,608+442.6% | $4,866+413.8% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $174,266 | $9,516+1731.2% | $8,175+2031.6% | $9,541+1726.5% |