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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 | $1,022,970 | $106,236+862.9% | $96,496+960.1% | $139,427+633.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.72% | 38.43%-25.7pp | 35.70%-23.0pp | 373.27%-360.6pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,738-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $4,154 | $5,455-23.8% | $4,879-14.9% | $6,711-38.1% |
| Admin fee / account holder | $44,067 | $7,879+459.3% | $6,731+554.7% | $11,404+286.4% |