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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 | $1,678,285 | $197,819+748.4% | $155,789+977.3% | $125,389+1238.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 3.52% | 86.73%-83.2pp | 71.54%-68.0pp | 282.24%-278.7pp |
| Employer contribution / active EE | $2,187 | $4,850-54.9% | $3,839-43.0% | $4,866-55.1% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $90,519 | $9,544+848.5% | $7,477+1110.6% | $9,541+848.8% |