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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 | $1,617,470 | $167,352+866.5% | $143,788+1024.9% | $134,509+1102.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.58% | 0.47%-15.0pp | -0.03%-14.5pp | 418.13%-432.7pp |
| Employer contribution / active EE | $22,756 | $5,620+304.9% | $4,952+359.5% | $4,741+380.0% |
| Participant deferral / active EE | $5,653 | $6,447-12.3% | $5,638+0.3% | $6,400-11.7% |
| Admin fee / account holder | $11,875 | $18,091-34.4% | $14,675-19.1% | $11,427+3.9% |