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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 | $1,361,189 | $112,131+1113.9% | $95,964+1318.4% | $158,982+756.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.23% | 171.19%-147.0pp | 91.64%-67.4pp | 302.99%-278.8pp |
| Employer contribution / active EE | $21,964 | $3,199+586.6% | $2,541+764.3% | $4,763+361.1% |
| Participant deferral / active EE | $8,667 | $4,784+81.2% | $4,167+108.0% | $5,983+44.8% |
| Admin fee / account holder | $5,328 | $10,136-47.4% | $6,797-21.6% | $11,252-52.6% |