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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 | $117,829+922.3% | $102,423+1076.1% | $145,877+725.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.00% | 31.83%-22.8pp | 29.42%-20.4pp | 551.28%-542.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,250 | $5,732+166.0% | $5,054+201.7% | $6,691+127.9% |
| Admin fee / account holder | $5,770 | $13,335-56.7% | $9,455-39.0% | $13,402-57.0% |