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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 | $2,477,713 | $167,362+1380.4% | $143,799+1623.0% | $134,532+1741.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.94% | 0.47%-15.4pp | -0.04%-14.9pp | 418.27%-433.2pp |
| Employer contribution / active EE | $17,588 | $5,620+212.9% | $4,952+255.2% | $4,741+271.0% |
| Participant deferral / active EE | $42,250 | $6,447+555.3% | $5,638+649.3% | $6,401+560.1% |
| Admin fee / account holder | $18,354 | $18,094+1.4% | $14,677+25.0% | $11,429+60.6% |