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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 | $1,719,775 | $180,462+853.0% | $154,111+1015.9% | $135,379+1170.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.65% | 888.17%-890.8pp | 735.18%-737.8pp | 519.79%-522.4pp |
| Employer contribution / active EE | $36,271 | $6,036+501.0% | $5,298+584.6% | $4,779+659.0% |
| Participant deferral / active EE | $16,109 | $5,806+177.4% | $5,081+217.1% | $5,609+187.2% |
| Admin fee / account holder | $90,651 | $16,145+461.5% | $13,411+575.9% | $10,828+737.2% |