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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 | $1,024,827 | $101,618+908.5% | $93,063+1001.2% | $137,256+646.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.20% | 223.95%-209.7pp | 34.15%-20.0pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,950 | $2,707-28.0% | $2,476-21.2% | $4,156-53.1% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $13,933 | $6,198+124.8% | $6,033+130.9% | $12,270+13.6% |