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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 | $585,261 | $100,060+484.9% | $149,721+290.9% | $70,126+734.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.63% | 27.46%-13.8pp | 1501.67%-1488.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $39,067 | $3,661+967.1% | $5,444+617.6% | $2,343+1567.7% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $18,321 | $8,285+121.1% | $11,282+62.4% | $4,645+294.4% |