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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 | $2,010,482 | $167,362+1101.3% | $143,799+1298.1% | $134,532+1394.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.38% | 0.47%-6.9pp | -0.04%-6.3pp | 418.27%-424.6pp |
| Employer contribution / active EE | $60,250 | $5,620+972.0% | $4,952+1116.6% | $4,741+1170.8% |
| Participant deferral / active EE | $3,250 | $6,447-49.6% | $5,638-42.4% | $6,401-49.2% |
| Admin fee / account holder | $53,667 | $18,094+196.6% | $14,677+265.6% | $11,429+369.6% |