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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 | $1,050,715 | $73,848+1322.8% | $143,799+630.7% | $68,486+1434.2% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -16.61% | 0.91%-17.5pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $49,329 | $3,184+1449.1% | $4,952+896.1% | $2,597+1799.7% |
| Participant deferral / active EE | $3,437 | $3,385+1.5% | $5,638-39.1% | $4,028-14.7% |
| Admin fee / account holder | $180,850 | $5,755+3042.5% | $14,677+1132.2% | $5,404+3246.7% |