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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 | $2,744,855 | $114,013+2307.5% | $103,693+2547.1% | $155,188+1668.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.04% | 49.31%-33.3pp | 47.61%-31.6pp | 148.84%-132.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $31,000 | $4,970+523.8% | $4,579+577.0% | $6,531+374.6% |
| Admin fee / account holder | $262,544 | $8,407+3022.9% | $7,858+3241.1% | $14,480+1713.2% |