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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 | $1,649,501 | $167,353+885.6% | $143,797+1047.1% | $134,545+1126.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.05% | 0.48%-17.5pp | -0.04%-17.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $32,422 | $5,620+476.9% | $4,952+554.7% | $4,742+583.8% |
| Participant deferral / active EE | $14,300 | $6,447+121.8% | $5,638+153.6% | $6,401+123.4% |
| Admin fee / account holder | $67,841 | $18,096+274.9% | $14,679+362.2% | $11,431+493.5% |