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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 | $1,189,607 | $108,942+992.0% | $100,415+1084.7% | $145,897+715.4% |
| Participation rate | 92.9% | 83.0%+9.9pp | 81.5%+11.3pp | 80.3%+12.6pp |
| Annual return | 12.60% | 58.27%-45.7pp | 49.47%-36.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $27,396 | $4,422+519.5% | $3,943+594.8% | $4,663+487.6% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $25,781 | $9,702+165.7% | $7,906+226.1% | $13,390+92.5% |