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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 | $1,076,873 | $112,131+860.4% | $95,964+1022.2% | $158,982+577.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.17% | 171.19%-148.0pp | 91.64%-68.5pp | 302.99%-279.8pp |
| Employer contribution / active EE | $6,840 | $3,199+113.8% | $2,541+169.1% | $4,763+43.6% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $21,110 | $10,136+108.3% | $6,797+210.6% | $11,252+87.6% |