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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 | $1,633,227 | $91,037+1694.0% | $71,671+2178.8% | $147,585+1006.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.38% | 20.48%-3.1pp | 20.65%-3.3pp | 578.58%-561.2pp |
| Employer contribution / active EE | $16,250 | $3,327+388.4% | $2,460+560.6% | $4,876+233.2% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $29,922 | $8,613+247.4% | $5,558+438.3% | $10,886+174.9% |