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 | $2,271,745 | $167,350+1257.5% | $143,801+1479.8% | $134,554+1588.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.83% | 0.48%-17.3pp | -0.04%-16.8pp | 418.46%-435.3pp |
| Employer contribution / active EE | $11,435 | $5,620+103.5% | $4,952+130.9% | $4,742+141.2% |
| Participant deferral / active EE | $19,675 | $6,447+205.2% | $5,639+248.9% | $6,401+207.4% |
| Admin fee / account holder | $6,933 | $18,096-61.7% | $14,680-52.8% | $11,430-39.3% |