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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 | $716,824 | $85,171+741.6% | $172,753+314.9% | $72,976+882.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.09% | 27.32%-8.2pp | 803.00%-783.9pp | 81.02%-61.9pp |
| Employer contribution / active EE | $37,770 | $3,324+1036.3% | $5,144+634.3% | $2,440+1447.9% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $19,069 | $5,880+224.3% | $13,956+36.6% | $5,124+272.1% |