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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 | $1,969,875 | $95,580+1961.0% | $76,872+2462.5% | $139,466+1312.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 120.16% | 55.00%+65.2pp | 37.90%+82.3pp | 373.66%-253.5pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $24,000 | $4,623+419.2% | $3,832+526.3% | $6,712+257.6% |
| Admin fee / account holder | $11,908 | $8,302+43.4% | $5,476+117.5% | $11,409+4.4% |