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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 | $2,359,671 | $167,362+1309.9% | $143,799+1541.0% | $134,532+1654.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -8.52% | 0.47%-9.0pp | -0.04%-8.5pp | 418.27%-426.8pp |
| Employer contribution / active EE | $13,125 | $5,620+133.5% | $4,952+165.0% | $4,741+176.8% |
| Participant deferral / active EE | $25,375 | $6,447+293.6% | $5,638+350.0% | $6,401+296.4% |
| Admin fee / account holder | $2,548,607 | $18,094+13985.5% | $14,677+17264.4% | $11,429+22200.4% |