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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 | $2,290,766 | $167,533+1267.4% | $151,645+1410.6% | $134,545+1602.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.49% | 7.81%-15.3pp | 3.34%-10.8pp | 418.37%-425.9pp |
| Employer contribution / active EE | $10,056 | $6,828+47.3% | $6,165+63.1% | $4,742+112.1% |
| Participant deferral / active EE | $16,978 | $8,985+89.0% | $8,363+103.0% | $6,401+165.2% |
| Admin fee / account holder | $225,955 | $13,781+1539.7% | $11,614+1845.6% | $11,431+1876.7% |