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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 | $1,103,784 | $105,284+948.4% | $150,734+632.3% | $94,015+1074.1% |
| Participation rate | 97.6% | 71.7%+25.8pp | 78.4%+19.1pp | 70.8%+26.7pp |
| Annual return | 38.69% | 15.67%+23.0pp | 600.81%-562.1pp | 17.84%+20.9pp |
| Employer contribution / active EE | $28,094 | $3,599+680.7% | $4,918+471.2% | $2,790+906.9% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $20,872 | $9,839+112.1% | $14,905+40.0% | $8,951+133.2% |