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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 | $2,137,527 | $167,362+1177.2% | $143,799+1386.5% | $134,532+1488.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.04% | 0.47%-14.5pp | -0.04%-14.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $7,259 | $5,620+29.2% | $4,952+46.6% | $4,741+53.1% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $100,713 | $18,094+456.6% | $14,677+586.2% | $11,429+781.2% |