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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 | $1,520,571 | $176,786+760.1% | $146,643+936.9% | $167,536+807.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $26,000 | $6,440+303.7% | $5,506+372.2% | $6,342+309.9% |
| Admin fee / account holder | $7,883 | $13,262-40.6% | $10,280-23.3% | $12,315-36.0% |