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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 | $1,233,030 | $133,998+820.2% | $112,263+998.3% | $134,545+816.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | 6.92% | 47.17%-40.3pp | 27.49%-20.6pp | 418.37%-411.4pp |
| Employer contribution / active EE | $7,115 | $4,040+76.1% | $3,636+95.7% | $4,742+50.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,269 | $7,493-29.7% | $6,410-17.8% | $11,431-53.9% |