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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 | $732,690 | $65,703+1015.1% | $94,228+677.6% | $59,633+1128.7% |
| Participation rate | 96.2% | 72.1%+24.0pp | 78.8%+17.4pp | 68.7%+27.5pp |
| Annual return | -1.38% | 5.22%-6.6pp | 10.68%-12.1pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $70,000 | $2,021+3364.4% | $3,587+1851.6% | $2,203+3078.0% |
| Participant deferral / active EE | $15,551 | $3,143+394.8% | $4,320+259.9% | $3,192+387.2% |
| Admin fee / account holder | $52,373 | $4,264+1128.2% | $6,269+735.4% | $4,297+1118.8% |