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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 | $1,095,893 | $167,522+554.2% | $151,639+622.7% | $134,532+714.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.66% | 7.81%-22.5pp | 3.34%-18.0pp | 418.27%-432.9pp |
| Employer contribution / active EE | $33,257 | $6,828+387.1% | $6,165+439.4% | $4,741+601.5% |
| Participant deferral / active EE | $16,937 | $8,986+88.5% | $8,363+102.5% | $6,401+164.6% |
| Admin fee / account holder | $8,529 | $13,780-38.1% | $11,613-26.6% | $11,429-25.4% |