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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 | $1,466,208 | $167,362+776.1% | $143,799+919.6% | $134,532+989.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.10% | 0.47%-13.6pp | -0.04%-13.1pp | 418.27%-431.4pp |
| Employer contribution / active EE | $51,398 | $5,620+814.5% | $4,952+937.9% | $4,741+984.1% |
| Participant deferral / active EE | $2,167 | $6,447-66.4% | $5,638-61.6% | $6,401-66.2% |
| Admin fee / account holder | $92,077 | $18,094+408.9% | $14,677+527.3% | $11,429+705.7% |