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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 | $997,908 | $69,118+1343.8% | $53,647+1760.2% | $138,895+618.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 15.18% | 248.26%-233.1pp | 358.33%-343.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $22,500 | $1,189+1791.6% | $962+2238.8% | $4,194+436.5% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $14,654 | $2,724+437.9% | $2,460+495.7% | $12,562+16.6% |