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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 | $1,506,177 | $99,647+1411.5% | $86,439+1642.5% | $134,509+1019.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.21% | 6784.13%-6799.3pp | 4395.55%-4410.8pp | 418.13%-433.3pp |
| Employer contribution / active EE | $20,502 | $4,401+365.8% | $3,769+444.0% | $4,741+332.5% |
| Participant deferral / active EE | $18,000 | $7,246+148.4% | $6,952+158.9% | $6,400+181.2% |
| Admin fee / account holder | $28,408 | $8,373+239.3% | $6,732+322.0% | $11,427+148.6% |