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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 | $1,143,902 | $92,798+1132.7% | $96,707+1082.9% | $137,256+733.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 15.34% | 31.24%-15.9pp | 34.78%-19.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19,962 | $5,877+239.7% | $5,997+232.9% | $6,407+211.6% |
| Admin fee / account holder | $32,601 | $7,946+310.3% | $7,503+334.5% | $12,270+165.7% |