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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 | $1,127,233 | $767,447+46.9% | $741,050+52.1% | $564,480+99.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.3%+13.7pp | 89.1%+10.9pp |
| Annual return | -19.79% | -16.51%-3.3pp | -17.37%-2.4pp | -14.07%-5.7pp |
| Employer contribution / active EE | $5,590 | $31,544-82.3% | $31,041-82.0% | $29,221-80.9% |
| Participant deferral / active EE | $0 | $951-100.0% | $1,035-100.0% | $5,729-100.0% |
| Admin fee / account holder | $16,584 | $8,875+86.9% | $8,481+95.5% | $27,140-38.9% |