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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 | $1,675,737 | $96,691+1633.1% | $86,656+1833.8% | $139,487+1101.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.33% | 106.87%-93.5pp | 593.09%-579.8pp | 373.84%-360.5pp |
| Employer contribution / active EE | $2,860 | $3,267-12.5% | $3,025-5.5% | $4,755-39.9% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $15,621 | $6,414+143.5% | $5,619+178.0% | $11,407+36.9% |