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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 | $1,843,976 | $211,946+770.0% | $169,452+988.2% | $135,380+1262.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 2.44% | 3.26%-0.8pp | 1.83%+0.6pp | 519.81%-517.4pp |
| Employer contribution / active EE | $1,174 | $5,117-77.1% | $4,157-71.8% | $4,779-75.4% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $90,601 | $11,472+689.8% | $9,110+894.6% | $10,828+736.7% |