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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 | $2,274,811 | $167,353+1259.3% | $143,797+1482.0% | $134,545+1590.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.76% | 0.48%-15.2pp | -0.04%-14.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $11,935 | $5,620+112.3% | $4,952+141.0% | $4,742+151.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $143,530 | $18,096+693.2% | $14,679+877.8% | $11,431+1155.7% |