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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 | $106,280+862.5% | $96,538+959.7% | $139,487+633.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.72% | 38.48%-25.8pp | 35.74%-23.0pp | 373.84%-361.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,154 | $5,457-23.9% | $4,880-14.9% | $6,713-38.1% |
| Admin fee / account holder | $44,067 | $7,888+458.7% | $6,737+554.1% | $11,407+286.3% |