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 | $1,539,245 | $167,350+819.8% | $143,801+970.4% | $134,554+1044.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.70% | 0.48%-17.2pp | -0.04%-16.7pp | 418.46%-435.2pp |
| Employer contribution / active EE | $32,332 | $5,620+475.3% | $4,952+552.9% | $4,742+581.9% |
| Participant deferral / active EE | $16,615 | $6,447+157.7% | $5,639+194.7% | $6,401+159.6% |
| Admin fee / account holder | $19,348 | $18,096+6.9% | $14,680+31.8% | $11,430+69.3% |