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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 | $2,543,001 | $154,754+1543.3% | $124,206+1947.4% | $138,895+1730.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 10.98% | 709.28%-698.3pp | 515.27%-504.3pp | 145.39%-134.4pp |
| Employer contribution / active EE | $46,750 | $4,446+951.4% | $3,540+1220.5% | $4,194+1014.6% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $17,446 | $6,690+160.8% | $5,929+194.3% | $12,562+38.9% |