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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 | $1,137,412 | $77,920+1359.7% | $149,723+659.7% | $75,177+1413.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.52% | 31.72%-11.2pp | 134.50%-114.0pp | 160.75%-140.2pp |
| Employer contribution / active EE | $51,233 | $3,138+1532.5% | $4,821+962.6% | $2,671+1818.1% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $115,302 | $5,951+1837.7% | $13,215+772.5% | $5,651+1940.3% |