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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 | $1,774,433 | $167,522+959.2% | $151,639+1070.2% | $134,532+1219.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.37% | 7.81%-22.2pp | 3.34%-17.7pp | 418.27%-432.6pp |
| Employer contribution / active EE | $24,045 | $6,828+252.1% | $6,165+290.0% | $4,741+407.2% |
| Participant deferral / active EE | $3,250 | $8,986-63.8% | $8,363-61.1% | $6,401-49.2% |
| Admin fee / account holder | $12,220 | $13,780-11.3% | $11,613+5.2% | $11,429+6.9% |