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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 | $1,439,840 | $100,911+1326.8% | $90,440+1492.0% | $158,966+805.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.82% | 1726.62%-1705.8pp | 1294.38%-1273.6pp | 302.95%-282.1pp |
| Employer contribution / active EE | $60,000 | $3,690+1525.9% | $3,263+1738.8% | $4,762+1159.9% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,957 | $6,507+129.9% | $5,615+166.4% | $11,250+33.0% |