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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 | $1,496,971 | $69,274+2060.9% | $64,097+2235.5% | $139,487+973.2% |
| Participation rate | 91.7% | 75.6%+16.0pp | 72.3%+19.3pp | 80.3%+11.3pp |
| Annual return | 30.89% | 46.00%-15.1pp | 33.75%-2.9pp | 373.84%-343.0pp |
| Employer contribution / active EE | $20,922 | $3,187+556.4% | $2,750+660.8% | $4,755+340.0% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $24,323 | $4,247+472.8% | $3,070+692.4% | $11,407+113.2% |