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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 | $1,102,277 | $211,946+420.1% | $169,452+550.5% | $135,380+714.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.04% | 3.26%-11.3pp | 1.83%-9.9pp | 519.81%-527.8pp |
| Employer contribution / active EE | $8,544 | $5,117+67.0% | $4,157+105.5% | $4,779+78.8% |
| Participant deferral / active EE | $12,401 | $6,075+104.1% | $5,277+135.0% | $5,609+121.1% |
| Admin fee / account holder | $482 | $11,472-95.8% | $9,110-94.7% | $10,828-95.6% |