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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 | $427,735 | $63,924+569.1% | $108,582+293.9% | $55,167+675.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 16.52% | 15.31%+1.2pp | -51.70%+68.2pp | 169.23%-152.7pp |
| Employer contribution / active EE | $36,800 | $1,879+1858.4% | $3,758+879.1% | $1,963+1775.1% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $39,833 | $618+6349.1% | $7,645+421.0% | $504+7804.9% |