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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 | $746,187 | $118,496+529.7% | $98,461+657.9% | $139,466+435.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $17,631 | $3,611+388.3% | $3,049+478.3% | $4,754+270.9% |
| Participant deferral / active EE | $30,000 | $5,393+456.3% | $4,738+533.1% | $6,712+347.0% |
| Admin fee / account holder | $3,128 | $14,056-77.7% | $8,961-65.1% | $11,409-72.6% |