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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 | $1,395,135 | $167,362+733.6% | $143,799+870.2% | $134,532+937.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.10% | 0.47%-16.6pp | -0.04%-16.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $25,281 | $5,620+349.8% | $4,952+410.5% | $4,741+433.2% |
| Participant deferral / active EE | $16,917 | $6,447+162.4% | $5,638+200.0% | $6,401+164.3% |
| Admin fee / account holder | $1,359 | $18,094-92.5% | $14,677-90.7% | $11,429-88.1% |