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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 | $3,955,841 | $105,864+3636.7% | $90,162+4287.5% | $147,585+2580.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.86% | 37.63%-20.8pp | 34.88%-18.0pp | 578.57%-561.7pp |
| Employer contribution / active EE | $54,000 | $4,126+1208.8% | $3,318+1527.6% | $4,876+1007.4% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,255 | $8,046-59.5% | $5,943-45.2% | $10,885-70.1% |