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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 | $743,526 | $48,235+1441.5% | $68,803+980.7% | $68,490+985.6% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 15.88% | -12.70%+28.6pp | -6.37%+22.2pp | -7.85%+23.7pp |
| Employer contribution / active EE | $12,074 | $1,829+560.2% | $2,656+354.6% | $2,597+365.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $35,036 | $4,361+703.4% | $4,936+609.8% | $5,403+548.5% |