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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 | $799,673 | $91,537+773.6% | $130,045+514.9% | $75,173+963.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 26.84% | -631.55%+658.4pp | -137.30%+164.1pp | 160.72%-133.9pp |
| Employer contribution / active EE | $33,462 | $2,845+1076.3% | $4,321+674.3% | $2,671+1152.8% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $103,687 | $6,780+1429.4% | $10,600+878.1% | $5,651+1735.0% |