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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 | $3,542,007 | $83,485+4142.7% | $125,195+2729.2% | $72,977+4753.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.44% | 25.77%-1.3pp | 43.79%-19.3pp | 81.02%-56.6pp |
| Employer contribution / active EE | $33,333 | $2,346+1321.0% | $3,866+762.2% | $2,440+1266.1% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $21,769 | $5,518+294.5% | $9,704+124.3% | $5,124+324.8% |