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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 | $1,939,481 | $167,352+1058.9% | $143,788+1248.8% | $134,509+1341.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.13% | 0.47%-18.6pp | -0.03%-18.1pp | 418.13%-436.3pp |
| Employer contribution / active EE | $7,995 | $5,620+42.3% | $4,952+61.4% | $4,741+68.6% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,400+110.9% |
| Admin fee / account holder | $142,123 | $18,091+685.6% | $14,675+868.5% | $11,427+1143.8% |