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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 | $815,823 | $70,366+1059.4% | $66,674+1123.6% | $138,895+487.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.13% | 386.41%-369.3pp | 321.24%-304.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,877 | $2,765-32.1% | $2,620-28.4% | $4,194-55.2% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $510 | $5,262-90.3% | $5,098-90.0% | $12,562-95.9% |