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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 | $1,139,153 | $167,352+580.7% | $143,788+692.2% | $134,509+746.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.55% | 0.47%-16.0pp | -0.03%-15.5pp | 418.13%-433.7pp |
| Employer contribution / active EE | $22,750 | $5,620+304.8% | $4,952+359.4% | $4,741+379.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $65,386 | $18,091+261.4% | $14,675+345.6% | $11,427+472.2% |