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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 | $1,002,699 | $167,353+499.2% | $143,797+597.3% | $134,545+645.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.76% | 0.48%-11.2pp | -0.04%-10.7pp | 418.37%-429.1pp |
| Employer contribution / active EE | $37,028 | $5,620+558.8% | $4,952+647.7% | $4,742+680.9% |
| Participant deferral / active EE | $24,833 | $6,447+285.2% | $5,638+340.4% | $6,401+287.9% |
| Admin fee / account holder | $5,960 | $18,096-67.1% | $14,679-59.4% | $11,431-47.9% |