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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 | $1,100,285 | $167,504+556.9% | $151,628+625.6% | $134,509+718.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.45% | 7.81%-17.3pp | 3.34%-12.8pp | 418.13%-427.6pp |
| Employer contribution / active EE | $5,833 | $6,828-14.6% | $6,165-5.4% | $4,741+23.1% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $41,906 | $13,779+204.1% | $11,613+260.9% | $11,427+266.7% |