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 | $1,905,716 | $167,350+1038.8% | $143,801+1225.2% | $134,554+1316.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.77% | 0.48%-12.3pp | -0.04%-11.7pp | 418.46%-430.2pp |
| Employer contribution / active EE | $36,523 | $5,620+549.8% | $4,952+637.5% | $4,742+670.2% |
| Participant deferral / active EE | $24,088 | $6,447+273.6% | $5,639+327.2% | $6,401+276.3% |
| Admin fee / account holder | $79,051 | $18,096+336.8% | $14,680+438.5% | $11,430+591.6% |