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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 | $1,249,263 | $167,353+646.5% | $143,797+768.8% | $134,545+828.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.25% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $14,499 | $5,620+158.0% | $4,952+192.8% | $4,742+205.8% |
| Participant deferral / active EE | $9,120 | $6,447+41.5% | $5,638+61.7% | $6,401+42.5% |
| Admin fee / account holder | $1,865 | $18,096-89.7% | $14,679-87.3% | $11,431-83.7% |