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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 | $914,241 | $90,617+908.9% | $79,476+1050.3% | $135,382+575.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 2.58% | 977.57%-975.0pp | 718.21%-715.6pp | 519.77%-517.2pp |
| Employer contribution / active EE | $34,814 | $3,068+1034.8% | $2,800+1143.2% | $4,779+628.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $48,832 | $5,907+726.6% | $5,113+855.0% | $10,829+351.0% |