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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 | $1,292,540 | $132,634+874.5% | $115,768+1016.5% | $137,256+841.7% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.4%+17.3pp | 80.0%+11.7pp |
| Annual return | 18.69% | 160.70%-142.0pp | 100.46%-81.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $49,982 | $3,360+1387.7% | $2,940+1600.2% | $4,156+1102.6% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $34,540 | $15,028+129.8% | $12,439+177.7% | $12,270+181.5% |