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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 | $1,145,446 | $95,915+1094.2% | $79,580+1339.4% | $134,532+751.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 10.49% | -2.71%+13.2pp | 0.15%+10.3pp | 418.27%-407.8pp |
| Employer contribution / active EE | $10,000 | $3,129+219.6% | $2,413+314.3% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,887 | $9,132-68.4% | $6,835-57.8% | $11,429-74.7% |