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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 | $861,676 | $73,863+1066.6% | $143,797+499.2% | $68,490+1158.1% |
| Participation rate | 92.1% | 66.7%+25.4pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -14.53% | 0.91%-15.4pp | -0.04%-14.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $32,929 | $3,185+933.9% | $4,952+564.9% | $2,597+1168.1% |
| Participant deferral / active EE | $11,376 | $3,385+236.1% | $5,638+101.8% | $4,028+182.4% |
| Admin fee / account holder | $56,048 | $5,756+873.7% | $14,679+281.8% | $5,403+937.4% |