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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 | $1,240,926 | $211,946+485.5% | $169,452+632.3% | $135,379+816.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.58% | 3.26%-6.8pp | 1.83%-5.4pp | 519.79%-523.4pp |
| Employer contribution / active EE | $6,596 | $5,117+28.9% | $4,157+58.7% | $4,779+38.0% |
| Participant deferral / active EE | $7,410 | $6,075+22.0% | $5,277+40.4% | $5,609+32.1% |
| Admin fee / account holder | $7,927 | $11,472-30.9% | $9,110-13.0% | $10,828-26.8% |