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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 | $2,018,158 | $228,352+783.8% | $185,835+986.0% | $158,966+1169.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.91% | 40.81%-34.9pp | 35.96%-30.1pp | 302.95%-297.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $31,263 | $6,416+387.3% | $5,633+455.0% | $5,983+422.5% |
| Admin fee / account holder | $5,222 | $11,867-56.0% | $9,502-45.0% | $11,250-53.6% |