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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 | $1,400,572 | $167,533+736.0% | $151,645+823.6% | $134,545+941.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.95% | 7.81%-20.8pp | 3.34%-16.3pp | 418.37%-431.3pp |
| Employer contribution / active EE | $26,246 | $6,828+284.4% | $6,165+325.7% | $4,742+453.5% |
| Participant deferral / active EE | $20,622 | $8,985+129.5% | $8,363+146.6% | $6,401+222.2% |
| Admin fee / account holder | $4,074 | $13,781-70.4% | $11,614-64.9% | $11,431-64.4% |