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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 | $1,177,465 | $105,867+1012.2% | $90,760+1197.3% | $134,532+775.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.14% | -10.99%+0.8pp | -12.16%+2.0pp | 418.27%-428.4pp |
| Employer contribution / active EE | $16,667 | $3,464+381.2% | $2,922+470.5% | $4,741+251.5% |
| Participant deferral / active EE | $14,833 | $5,217+184.3% | $4,565+224.9% | $6,401+131.7% |
| Admin fee / account holder | $73,863 | $13,936+430.0% | $8,444+774.7% | $11,429+546.3% |