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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 | $1,160,242 | $154,193+652.5% | $130,045+792.2% | $139,466+731.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.66% | 32.51%-18.9pp | -137.30%+151.0pp | 373.66%-360.0pp |
| Employer contribution / active EE | $58,271 | $5,292+1001.2% | $4,321+1248.4% | $4,754+1125.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $11,186 | $13,989-20.0% | $10,600+5.5% | $11,409-2.0% |