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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 | $1,113,500 | $73,009+1425.2% | $90,760+1126.9% | $68,486+1525.9% |
| Participation rate | 94.6% | 70.8%+23.8pp | 75.7%+18.9pp | 67.9%+26.7pp |
| Annual return | 29.97% | -13.81%+43.8pp | -12.16%+42.1pp | -7.85%+37.8pp |
| Employer contribution / active EE | $19,724 | $2,193+799.6% | $2,922+575.1% | $2,597+659.6% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,050 | $5,896+138.3% | $8,444+66.4% | $5,404+160.0% |