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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 | $1,094,591 | $167,353+554.1% | $143,797+661.2% | $134,545+713.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.12% | 0.48%-9.6pp | -0.04%-9.1pp | 418.37%-427.5pp |
| Employer contribution / active EE | $34,000 | $5,620+504.9% | $4,952+586.5% | $4,742+617.1% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,401+321.8% |
| Admin fee / account holder | $1,499 | $18,096-91.7% | $14,679-89.8% | $11,431-86.9% |