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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 | $1,456,147 | $162,812+794.4% | $133,971+986.9% | $158,966+816.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.37% | 41.94%-32.6pp | 45.09%-35.7pp | 302.95%-293.6pp |
| Employer contribution / active EE | $1,111 | $4,976-77.7% | $3,919-71.6% | $4,762-76.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,525 | $11,741-10.4% | $8,929+17.9% | $11,250-6.4% |