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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 | $1,128,279 | $123,155+816.1% | $108,753+937.5% | $155,188+627.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 6.11% | 44.73%-38.6pp | 37.47%-31.4pp | 148.84%-142.7pp |
| Employer contribution / active EE | $17,500 | $2,811+522.5% | $2,427+621.2% | $4,248+312.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $46,033 | $12,126+279.6% | $10,320+346.1% | $14,480+217.9% |