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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 | $740,081 | $112,300+559.0% | $90,223+720.3% | $125,389+490.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | 1.78% | -0.57%+2.3pp | 1.31%+0.5pp | 282.24%-280.5pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,072 | $6,733-54.4% | $5,792-47.0% | $5,352-42.6% |
| Admin fee / account holder | $11,019 | $10,990+0.3% | $7,406+48.8% | $9,541+15.5% |