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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 | $1,723,396 | $167,352+929.8% | $143,788+1098.6% | $134,509+1181.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.07% | 0.47%-15.5pp | -0.03%-15.0pp | 418.13%-433.2pp |
| Employer contribution / active EE | $61,000 | $5,620+985.4% | $4,952+1131.9% | $4,741+1186.8% |
| Participant deferral / active EE | $6,500 | $6,447+0.8% | $5,638+15.3% | $6,400+1.6% |
| Admin fee / account holder | $2,621 | $18,091-85.5% | $14,675-82.1% | $11,427-77.1% |