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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 | $1,780,415 | $98,240+1712.3% | $82,313+2063.0% | $147,585+1106.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.78% | 30.85%-14.1pp | 25.88%-9.1pp | 578.58%-561.8pp |
| Employer contribution / active EE | $51,375 | $3,192+1509.7% | $2,428+2015.6% | $4,876+953.5% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $66,042 | $8,563+671.2% | $5,608+1077.7% | $10,886+506.7% |