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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 | $2,724,054 | $49,918+5357.1% | $80,669+3276.8% | $75,184+3523.2% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 60.73% | 34.61%+26.1pp | 937.61%-876.9pp | 160.78%-100.1pp |
| Employer contribution / active EE | $17,286 | $1,699+917.4% | $2,724+534.7% | $2,671+547.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,444-100.0% | $4,127-100.0% |
| Admin fee / account holder | $82,971 | $3,580+2217.9% | $5,384+1441.1% | $5,652+1368.1% |