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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 | $1,073,044 | $131,835+713.9% | $108,582+888.2% | $273,972+291.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.82% | -91.57%+103.4pp | -51.70%+63.5pp | 41.46%-29.6pp |
| Employer contribution / active EE | $11,813 | $4,913+140.5% | $3,758+214.3% | $4,869+142.6% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $60,421 | $10,253+489.3% | $7,645+690.3% | $10,133+496.3% |