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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 | $633,035 | $59,140+970.4% | $160,037+295.6% | $66,949+845.6% |
| Participation rate | 98.1% | 68.1%+30.0pp | 78.0%+20.1pp | 69.8%+28.3pp |
| Annual return | 37.83% | -12.25%+50.1pp | 408.95%-371.1pp | 1.57%+36.3pp |
| Employer contribution / active EE | $29,540 | $1,982+1390.1% | $4,226+599.1% | $2,545+1060.5% |
| Participant deferral / active EE | $0 | $4,399-100.0% | $6,184-100.0% | $4,239-100.0% |
| Admin fee / account holder | $3,370 | $591+470.0% | $8,716-61.3% | $594+467.7% |