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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 | $1,800,004 | $167,352+975.6% | $143,788+1151.8% | $134,509+1238.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.70% | 0.47%-16.2pp | -0.03%-15.7pp | 418.13%-433.8pp |
| Employer contribution / active EE | $8,320 | $5,620+48.0% | $4,952+68.0% | $4,741+75.5% |
| Participant deferral / active EE | $14,900 | $6,447+131.1% | $5,638+164.3% | $6,400+132.8% |
| Admin fee / account holder | $37,996 | $18,091+110.0% | $14,675+158.9% | $11,427+232.5% |