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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 | $1,590,467 | $288,797+450.7% | $239,577+563.9% | $382,429+315.9% |
| Participation rate | 85.7% | 85.8%-0.1pp | 82.1%+3.6pp | 87.7%-2.0pp |
| Annual return | 17.74% | -3.30%+21.0pp | -0.70%+18.4pp | 248.85%-231.1pp |
| Employer contribution / active EE | $33,516 | $8,558+291.6% | $7,232+363.4% | $8,036+317.1% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $103,711 | $18,649+456.1% | $19,315+436.9% | $30,732+237.5% |