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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 | $1,391,433 | $105,866+1214.3% | $90,766+1433.0% | $134,545+934.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -8.72% | -10.99%+2.3pp | -12.16%+3.4pp | 418.37%-427.1pp |
| Employer contribution / active EE | $40,500 | $3,464+1069.3% | $2,922+1286.1% | $4,742+754.2% |
| Participant deferral / active EE | $27,000 | $5,217+417.5% | $4,565+491.5% | $6,401+321.8% |
| Admin fee / account holder | $67,982 | $13,938+387.8% | $8,446+704.9% | $11,431+494.7% |