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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 | $882,588 | $75,962+1061.9% | $154,108+472.7% | $64,173+1275.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 10.56% | 30.32%-19.8pp | 735.21%-724.6pp | 7.63%+2.9pp |
| Employer contribution / active EE | $33,964 | $3,350+913.9% | $5,298+541.1% | $2,381+1326.6% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $66,204 | $5,589+1084.6% | $13,411+393.6% | $4,887+1254.6% |