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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 | $1,227,774 | $167,352+633.6% | $143,788+753.9% | $134,509+812.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.06% | 0.47%-7.5pp | -0.03%-7.0pp | 418.13%-425.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $29,334 | $6,447+355.0% | $5,638+420.3% | $6,400+358.3% |
| Admin fee / account holder | $5,686 | $18,091-68.6% | $14,675-61.3% | $11,427-50.2% |