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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 | $1,193,104 | $111,787+967.3% | $93,681+1173.6% | $145,978+717.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 36.33% | 203.52%-167.2pp | 133.47%-97.1pp | 550.52%-514.2pp |
| Employer contribution / active EE | $21,812 | $3,093+605.1% | $2,422+800.5% | $4,662+367.9% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,757 | $10,256-73.1% | $8,290-66.7% | $13,400-79.4% |