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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 | $2,310,382 | $147,586+1465.4% | $1,220,465+89.3% | $147,586+1465.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 94.4%+5.6pp | 82.8%+17.2pp |
| Annual return | 19.33% | 578.59%-559.3pp | 15.63%+3.7pp | 578.59%-559.3pp |
| Employer contribution / active EE | $3,400 | $4,876-30.3% | $9,772-65.2% | $4,876-30.3% |
| Participant deferral / active EE | $0 | $5,439-100.0% | $0 | $5,439-100.0% |
| Admin fee / account holder | $38,312 | $10,886+251.9% | $52,472-27.0% | $10,886+251.9% |