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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 | $1,135,437 | $167,353+578.5% | $143,797+689.6% | $134,545+743.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.53% | 0.48%-17.0pp | -0.04%-16.5pp | 418.37%-434.9pp |
| Employer contribution / active EE | $1,267 | $5,620-77.5% | $4,952-74.4% | $4,742-73.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,763 | $18,096-68.2% | $14,679-60.7% | $11,431-49.6% |