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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 | $1,227,336 | $167,353+633.4% | $143,797+753.5% | $134,545+812.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.12% | 0.48%-11.6pp | -0.04%-11.1pp | 418.37%-429.5pp |
| Employer contribution / active EE | $2,630 | $5,620-53.2% | $4,952-46.9% | $4,742-44.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $121,113 | $18,096+569.3% | $14,679+725.1% | $11,431+959.5% |