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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 | $903,752 | $91,525+887.4% | $130,026+595.1% | $75,181+1102.1% |
| Participation rate | 92.9% | 71.4%+21.4pp | 78.5%+14.4pp | 67.2%+25.7pp |
| Annual return | 41.46% | -631.40%+672.9pp | -137.26%+178.7pp | 160.69%-119.2pp |
| Employer contribution / active EE | $16,027 | $2,844+463.6% | $4,321+270.9% | $2,671+500.2% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,236 | $6,778-8.0% | $10,608-41.2% | $5,650+10.4% |