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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 | $1,025,739 | $140,578+629.7% | $100,671+918.9% | $125,389+718.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.91% | 24.67%-23.8pp | 20.43%-19.5pp | 282.24%-281.3pp |
| Employer contribution / active EE | $32,951 | $5,965+452.4% | $4,012+721.3% | $4,866+577.1% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,087 | $6,716-9.4% | $4,850+25.5% | $9,541-36.2% |