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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 | $1,037,016 | $167,353+519.7% | $143,797+621.2% | $134,545+670.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.94% | 0.48%-12.4pp | -0.04%-11.9pp | 418.37%-430.3pp |
| Employer contribution / active EE | $34,045 | $5,620+505.7% | $4,952+587.4% | $4,742+618.0% |
| Participant deferral / active EE | $21,553 | $6,447+234.3% | $5,638+282.3% | $6,401+236.7% |
| Admin fee / account holder | $4,409 | $18,096-75.6% | $14,679-70.0% | $11,431-61.4% |