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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 | $1,010,373 | $142,409+609.5% | $119,634+744.6% | $134,545+651.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.35% | -12.46%-5.9pp | -14.98%-3.4pp | 418.37%-436.7pp |
| Employer contribution / active EE | $36,691 | $5,224+602.3% | $4,232+766.9% | $4,742+673.8% |
| Participant deferral / active EE | $8,667 | $6,468+34.0% | $5,601+54.7% | $6,401+35.4% |
| Admin fee / account holder | $21,190 | $13,594+55.9% | $10,329+105.1% | $11,431+85.4% |