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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 | $1,024,827 | $177,353+477.8% | $158,226+547.7% | $198,609+416.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 14.20% | 599.50%-585.3pp | 501.41%-487.2pp | 202.70%-188.5pp |
| Employer contribution / active EE | $1,950 | $3,239-39.8% | $2,986-34.7% | $5,055-61.4% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $13,933 | $10,960+27.1% | $10,217+36.4% | $19,030-26.8% |