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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 | $1,144,361 | $78,694+1354.2% | $67,652+1591.5% | $125,389+812.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 3.51% | 9.46%-5.9pp | 6625.40%-6621.9pp | 282.24%-278.7pp |
| Employer contribution / active EE | $17,391 | $3,044+471.4% | $2,266+667.6% | $4,866+257.4% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $27,413 | $7,403+270.3% | $4,821+468.7% | $9,541+187.3% |