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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 | $707,651 | $167,362+322.8% | $143,799+392.1% | $134,532+426.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.13% | 0.47%+0.7pp | -0.04%+1.2pp | 418.27%-417.1pp |
| Employer contribution / active EE | $1,184 | $5,620-78.9% | $4,952-76.1% | $4,741-75.0% |
| Participant deferral / active EE | $6,833 | $6,447+6.0% | $5,638+21.2% | $6,401+6.8% |
| Admin fee / account holder | $139,667 | $18,094+671.9% | $14,677+851.6% | $11,429+1122.1% |