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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 | $831,571 | $77,416+974.2% | $69,464+1097.1% | $152,897+443.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 18.28% | 39.08%-20.8pp | 28.98%-10.7pp | 345.43%-327.1pp |
| Employer contribution / active EE | $36,829 | $3,315+1011.1% | $2,779+1225.1% | $4,764+673.1% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,715 | $6,208+169.3% | $3,840+335.3% | $11,599+44.1% |