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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 | $1,026,395 | $81,870+1153.7% | $119,622+758.0% | $68,486+1398.7% |
| Participation rate | 95.8% | 71.9%+23.9pp | 79.3%+16.5pp | 67.9%+27.9pp |
| Annual return | 27.92% | -23.82%+51.7pp | -14.98%+42.9pp | -7.85%+35.8pp |
| Employer contribution / active EE | $8,892 | $2,692+230.3% | $4,232+110.1% | $2,597+242.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $32,953 | $6,583+400.6% | $10,328+219.1% | $5,404+509.8% |