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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 | $2,440,154 | $167,504+1356.8% | $151,628+1509.3% | $134,509+1714.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.96% | 7.81%-15.8pp | 3.34%-11.3pp | 418.13%-426.1pp |
| Employer contribution / active EE | $47,657 | $6,828+598.0% | $6,165+673.0% | $4,741+905.3% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $94,795 | $13,779+588.0% | $11,613+716.3% | $11,427+729.6% |