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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 | $1,236,973 | $111,814+1006.3% | $103,378+1096.6% | $145,978+747.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.63% | 24.80%-14.2pp | 24.91%-14.3pp | 550.52%-539.9pp |
| Employer contribution / active EE | $11,581 | $4,215+174.7% | $3,870+199.2% | $4,662+148.4% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,396 | $9,764-24.3% | $8,401-12.0% | $13,400-44.8% |