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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 | $1,380,623 | $110,303+1151.7% | $95,759+1341.8% | $139,487+889.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.57% | 27.19%-6.6pp | 28.42%-7.8pp | 373.84%-353.3pp |
| Employer contribution / active EE | $30,000 | $3,261+820.1% | $2,836+957.7% | $4,755+531.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,909 | $6,615-71.1% | $5,678-66.4% | $11,407-83.3% |