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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 | $1,007,145 | $100,811+899.0% | $86,698+1061.7% | $134,545+648.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.80% | 29.11%-38.9pp | 35.96%-45.8pp | 418.37%-428.2pp |
| Employer contribution / active EE | $5,800 | $3,490+66.2% | $2,837+104.5% | $4,742+22.3% |
| Participant deferral / active EE | $20,167 | $5,339+277.7% | $4,656+333.1% | $6,401+215.0% |
| Admin fee / account holder | $37,124 | $10,926+239.8% | $7,492+395.5% | $11,431+224.8% |