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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 | $617,991 | $75,935+713.8% | $60,547+920.7% | $125,388+392.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 2.34% | -5.38%+7.7pp | 335.64%-333.3pp | 282.24%-279.9pp |
| Employer contribution / active EE | $41,300 | $3,438+1101.3% | $2,419+1607.1% | $4,866+748.7% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,187 | $6,768-23.4% | $4,536+14.3% | $9,541-45.6% |