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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 | $1,303,837 | $138,312+842.7% | $122,979+960.2% | $155,188+740.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 8.43% | 22.06%-13.6pp | 20.12%-11.7pp | 148.84%-140.4pp |
| Employer contribution / active EE | $24,310 | $3,530+588.6% | $3,062+693.8% | $4,248+472.3% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $57,557 | $15,089+281.4% | $12,864+347.4% | $14,480+297.5% |