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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 | $1,018,376 | $167,522+507.9% | $151,639+571.6% | $134,532+657.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.97% | 7.81%-27.8pp | 3.34%-23.3pp | 418.27%-438.2pp |
| Employer contribution / active EE | $19,920 | $6,828+191.7% | $6,165+223.1% | $4,741+320.2% |
| Participant deferral / active EE | $16,920 | $8,986+88.3% | $8,363+102.3% | $6,401+164.3% |
| Admin fee / account holder | $8,513 | $13,780-38.2% | $11,613-26.7% | $11,429-25.5% |