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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 | $2,079,839 | $484,881+328.9% | $525,660+295.7% | $382,429+443.8% |
| Participation rate | 100.0% | 89.9%+10.1pp | 88.1%+11.9pp | 87.7%+12.3pp |
| Annual return | 10.11% | -7.82%+17.9pp | -7.17%+17.3pp | 248.85%-238.7pp |
| Employer contribution / active EE | $37,953 | $7,199+427.2% | $6,528+481.4% | $8,036+372.3% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,867-100.0% | $5,727-100.0% |
| Admin fee / account holder | $76,629 | $33,092+131.6% | $34,307+123.4% | $30,732+149.3% |