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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 | $1,708,406 | $132,634+1188.1% | $115,768+1375.7% | $137,256+1144.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.02% | 160.70%-142.7pp | 100.46%-82.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,500 | $3,360-25.6% | $2,940-15.0% | $4,156-39.8% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $92,500 | $15,028+515.5% | $12,439+643.6% | $12,270+653.9% |