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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 | $2,036,278 | $167,362+1116.7% | $143,799+1316.1% | $134,532+1413.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.29% | 0.47%-14.8pp | -0.04%-14.2pp | 418.27%-432.6pp |
| Employer contribution / active EE | $54,875 | $5,620+876.3% | $4,952+1008.1% | $4,741+1057.4% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,401+321.8% |
| Admin fee / account holder | $264,823 | $18,094+1363.6% | $14,677+1704.3% | $11,429+2217.2% |