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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 | $1,212,903 | $67,396+1699.7% | $60,919+1891.0% | $134,545+801.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | 32.05% | 50.12%-18.1pp | 16.96%+15.1pp | 418.37%-386.3pp |
| Employer contribution / active EE | $20,278 | $3,101+553.9% | $2,704+650.0% | $4,742+327.7% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,284 | $4,590+407.3% | $3,228+621.4% | $11,431+103.7% |