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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 | $1,377,051 | $180,459+663.1% | $154,108+793.6% | $135,380+917.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.70% | 888.21%-896.9pp | 735.21%-743.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $2,838 | $6,035-53.0% | $5,298-46.4% | $4,779-40.6% |
| Participant deferral / active EE | $7,078 | $5,806+21.9% | $5,081+39.3% | $5,609+26.2% |
| Admin fee / account holder | $63,388 | $16,145+292.6% | $13,411+372.6% | $10,828+485.4% |