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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 | $1,965,915 | $65,704+2892.1% | $94,229+1986.3% | $59,633+3196.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 11.32% | 5.22%+6.1pp | 10.68%+0.6pp | 2041.47%-2030.1pp |
| Employer contribution / active EE | $28,169 | $2,021+1294.1% | $3,587+685.3% | $2,203+1178.9% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $25,546 | $4,265+499.0% | $6,269+307.5% | $4,297+494.5% |