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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 | $1,413,596 | $168,635+738.3% | $147,617+857.6% | $125,389+1027.4% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -1.29% | 77.65%-78.9pp | 61.98%-63.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $53,000 | $6,252+747.7% | $5,564+852.5% | $4,866+989.2% |
| Participant deferral / active EE | $5,499 | $5,507-0.2% | $4,895+12.3% | $5,352+2.7% |
| Admin fee / account holder | $571,267 | $13,580+4106.5% | $11,612+4819.8% | $9,541+5887.6% |