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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 | $1,968,421 | $87,546+2148.4% | $75,784+2497.4% | $125,389+1469.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.10% | 13.49%-14.6pp | 9.68%-10.8pp | 282.24%-283.3pp |
| Employer contribution / active EE | $51,000 | $3,930+1197.7% | $3,323+1434.6% | $4,866+948.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $15,347 | $6,503+136.0% | $5,300+189.6% | $9,541+60.9% |