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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 | $1,905,716 | $167,352+1038.7% | $143,788+1225.4% | $134,509+1316.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.77% | 0.47%-12.2pp | -0.03%-11.7pp | 418.13%-429.9pp |
| Employer contribution / active EE | $36,523 | $5,620+549.9% | $4,952+637.6% | $4,741+670.4% |
| Participant deferral / active EE | $24,088 | $6,447+273.6% | $5,638+327.2% | $6,400+276.4% |
| Admin fee / account holder | $79,051 | $18,091+337.0% | $14,675+438.7% | $11,427+591.8% |