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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 | $943,333 | $84,741+1013.2% | $75,731+1145.6% | $167,553+463.0% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.8%+10.9pp | 82.1%+3.6pp |
| Annual return | 23.58% | 199.72%-176.1pp | 104.65%-81.1pp | 478.89%-455.3pp |
| Employer contribution / active EE | $21,004 | $3,230+550.2% | $2,743+665.7% | $4,840+334.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,343-100.0% |
| Admin fee / account holder | $19,867 | $5,361+270.6% | $3,620+448.8% | $12,316+61.3% |