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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 | $1,479,171 | $167,353+783.9% | $143,797+928.6% | $134,545+999.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.04% | 0.48%-18.5pp | -0.04%-18.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $15,179 | $5,620+170.1% | $4,952+206.5% | $4,742+220.1% |
| Participant deferral / active EE | $9,727 | $6,447+50.9% | $5,638+72.5% | $6,401+51.9% |
| Admin fee / account holder | $25,154 | $18,096+39.0% | $14,679+71.4% | $11,431+120.1% |