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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 | $997,908 | $67,823+1371.3% | $52,425+1803.5% | $137,256+627.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.18% | 219.11%-203.9pp | 302.12%-286.9pp | 220.34%-205.2pp |
| Employer contribution / active EE | $22,500 | $1,163+1834.7% | $914+2361.2% | $4,156+441.4% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,654 | $2,844+415.2% | $2,495+487.3% | $12,270+19.4% |