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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 | $1,634,054 | $254,759+541.4% | $216,567+654.5% | $198,609+722.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 4.47% | 10.04%-5.6pp | 12.94%-8.5pp | 202.70%-198.2pp |
| Employer contribution / active EE | $2,789 | $6,096-54.3% | $5,216-46.5% | $5,055-44.8% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $203,281 | $26,311+672.6% | $21,981+824.8% | $19,030+968.2% |