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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 | $1,157,990 | $167,352+591.9% | $143,788+705.3% | $134,509+760.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.38% | 0.47%-7.8pp | -0.03%-7.3pp | 418.13%-425.5pp |
| Employer contribution / active EE | $51,563 | $5,620+817.5% | $4,952+941.3% | $4,741+987.7% |
| Participant deferral / active EE | $4,150 | $6,447-35.6% | $5,638-26.4% | $6,400-35.2% |
| Admin fee / account holder | $1,405,300 | $18,091+7667.9% | $14,675+9476.1% | $11,427+12198.5% |