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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 | $1,013,113 | $167,362+505.3% | $143,799+604.5% | $134,532+653.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.41% | 0.47%-3.9pp | -0.04%-3.4pp | 418.27%-421.7pp |
| Employer contribution / active EE | $1,603 | $5,620-71.5% | $4,952-67.6% | $4,741-66.2% |
| Participant deferral / active EE | $11,862 | $6,447+84.0% | $5,638+110.4% | $6,401+85.3% |
| Admin fee / account holder | $43,842 | $18,094+142.3% | $14,677+198.7% | $11,429+283.6% |