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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 | $1,075,593 | $101,063+964.3% | $81,473+1220.2% | $147,586+628.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.39% | 32.41%-18.0pp | 38.78%-24.4pp | 578.59%-564.2pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $31,131 | $4,242+633.8% | $3,537+780.2% | $5,439+472.4% |
| Admin fee / account holder | $10,341 | $5,812+77.9% | $4,561+126.7% | $10,886-5.0% |