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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 | $1,089,275 | $142,361+665.2% | $119,608+810.7% | $134,509+709.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1.58% | -12.46%+14.0pp | -14.98%+16.6pp | 418.13%-416.6pp |
| Employer contribution / active EE | $10,193 | $5,224+95.1% | $4,232+140.8% | $4,741+115.0% |
| Participant deferral / active EE | $23,100 | $6,468+257.1% | $5,601+312.4% | $6,400+260.9% |
| Admin fee / account holder | $6,580 | $13,588-51.6% | $10,326-36.3% | $11,427-42.4% |