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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 | $803,110 | $72,404+1009.2% | $110,241+628.5% | $64,181+1151.3% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.6%+23.0pp |
| Annual return | -4.62% | -6.29%+1.7pp | 314.75%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $6,088 | $2,282+166.8% | $3,827+59.1% | $2,381+155.7% |
| Participant deferral / active EE | $13,660 | $3,469+293.7% | $4,672+192.4% | $3,470+293.7% |
| Admin fee / account holder | $97,503 | $5,664+1621.3% | $8,548+1040.7% | $4,887+1895.1% |