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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 | $1,400,384 | $167,362+736.7% | $143,799+873.9% | $134,532+940.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.61% | 0.47%-12.1pp | -0.04%-11.6pp | 418.27%-429.9pp |
| Employer contribution / active EE | $33,664 | $5,620+499.0% | $4,952+579.8% | $4,741+610.1% |
| Participant deferral / active EE | $20,357 | $6,447+215.7% | $5,638+261.0% | $6,401+218.0% |
| Admin fee / account holder | $539,414 | $18,094+2881.2% | $14,677+3575.2% | $11,429+4619.9% |