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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 | $1,387,411 | $167,362+729.0% | $143,799+864.8% | $134,532+931.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.05% | 0.47%-1.5pp | -0.04%-1.0pp | 418.27%-419.3pp |
| Employer contribution / active EE | $17,889 | $5,620+218.3% | $4,952+261.2% | $4,741+277.3% |
| Participant deferral / active EE | $48,117 | $6,447+646.3% | $5,638+753.4% | $6,401+651.7% |
| Admin fee / account holder | $5,993 | $18,094-66.9% | $14,677-59.2% | $11,429-47.6% |