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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 | $1,204,556 | $117,904+921.6% | $102,457+1075.7% | $145,978+725.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.00% | 31.80%-22.8pp | 29.41%-20.4pp | 550.52%-541.5pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,250 | $5,733+166.0% | $5,054+201.7% | $6,690+128.0% |
| Admin fee / account holder | $5,770 | $13,329-56.7% | $9,451-39.0% | $13,400-56.9% |