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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 | $1,051,869 | $167,353+528.5% | $143,797+631.5% | $134,545+681.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.97% | 0.48%-14.5pp | -0.04%-13.9pp | 418.37%-432.3pp |
| Employer contribution / active EE | $9,359 | $5,620+66.5% | $4,952+89.0% | $4,742+97.4% |
| Participant deferral / active EE | $16,363 | $6,447+153.8% | $5,638+190.2% | $6,401+155.6% |
| Admin fee / account holder | $63,468 | $18,096+250.7% | $14,679+332.4% | $11,431+455.2% |