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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 | $1,809,936 | $123,155+1369.6% | $108,753+1564.3% | $155,188+1066.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.56% | 44.73%-26.2pp | 37.47%-18.9pp | 148.84%-130.3pp |
| Employer contribution / active EE | $30,000 | $2,811+967.1% | $2,427+1136.3% | $4,248+606.3% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $75,680 | $12,126+524.1% | $10,320+633.4% | $14,480+422.7% |