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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 | $910,157 | $81,870+1011.7% | $119,622+660.9% | $68,486+1229.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 12.53% | -23.82%+36.4pp | -14.98%+27.5pp | -7.85%+20.4pp |
| Employer contribution / active EE | $26,241 | $2,692+874.8% | $4,232+520.0% | $2,597+910.6% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $105,520 | $6,583+1502.9% | $10,328+921.7% | $5,404+1852.7% |