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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 | $1,650,207 | $160,040+931.1% | $147,096+1021.9% | $145,877+1031.2% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 14.04% | 98.49%-84.5pp | 419.75%-405.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $12,416 | $5,289+134.7% | $4,936+151.5% | $4,663+166.3% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $254,139 | $15,050+1588.6% | $13,005+1854.1% | $13,402+1796.3% |