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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 | $527,905 | $125,797+319.6% | $170,028+210.5% | $75,181+602.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 0.00% | 27.20%-27.2pp | 53.39%-53.4pp | 160.69%-160.7pp |
| Employer contribution / active EE | $33,912 | $4,616+634.7% | $6,788+399.6% | $2,671+1169.9% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,409-100.0% | $4,126-100.0% |
| Admin fee / account holder | $16,385 | $8,177+100.4% | $12,820+27.8% | $5,650+190.0% |