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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 | $897,271 | $73,848+1115.0% | $143,799+524.0% | $68,486+1210.2% |
| Participation rate | 95.7% | 66.7%+29.0pp | 80.3%+15.3pp | 67.9%+27.8pp |
| Annual return | -17.79% | 0.91%-18.7pp | -0.04%-17.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $28,521 | $3,184+795.6% | $4,952+475.9% | $2,597+998.4% |
| Participant deferral / active EE | $15,325 | $3,385+352.8% | $5,638+171.8% | $4,028+280.5% |
| Admin fee / account holder | $155,489 | $5,755+2601.8% | $14,677+959.4% | $5,404+2777.4% |