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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 | $2,713,463 | $167,362+1521.3% | $143,799+1787.0% | $134,532+1917.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.87% | 0.47%-6.3pp | -0.04%-5.8pp | 418.27%-424.1pp |
| Employer contribution / active EE | $2,894 | $5,620-48.5% | $4,952-41.6% | $4,741-39.0% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $39,527 | $18,094+118.5% | $14,677+169.3% | $11,429+245.9% |