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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 | $1,037,384 | $154,754+570.3% | $124,206+735.2% | $138,895+646.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 24.38% | 709.28%-684.9pp | 515.27%-490.9pp | 145.39%-121.0pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,000 | $4,621-35.1% | $3,968-24.4% | $6,396-53.1% |
| Admin fee / account holder | $32,907 | $6,690+391.9% | $5,929+455.1% | $12,562+161.9% |