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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 | $1,211,712 | $167,353+624.0% | $143,797+742.7% | $134,545+800.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -19.12% | 0.48%-19.6pp | -0.04%-19.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $33,990 | $5,620+504.7% | $4,952+586.3% | $4,742+616.8% |
| Participant deferral / active EE | $19,689 | $6,447+205.4% | $5,638+249.2% | $6,401+207.6% |
| Admin fee / account holder | $8,519 | $18,096-52.9% | $14,679-42.0% | $11,431-25.5% |