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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 | $2,041,996 | $69,977+2818.1% | $108,582+1780.6% | $62,881+3147.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 17.81% | 10.73%+7.1pp | -51.70%+69.5pp | 20.14%-2.3pp |
| Employer contribution / active EE | $28,667 | $2,135+1242.8% | $3,758+662.7% | $2,281+1156.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $150,727 | $5,076+2869.1% | $7,645+1871.5% | $4,296+3408.9% |