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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 | $1,232,799 | $97,020+1170.7% | $83,327+1379.5% | $135,380+810.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.29% | 12.31%-15.6pp | 10.64%-13.9pp | 519.81%-523.1pp |
| Employer contribution / active EE | $44,900 | $4,144+983.6% | $3,379+1228.9% | $4,779+839.6% |
| Participant deferral / active EE | $13,100 | $5,964+119.6% | $5,565+135.4% | $5,609+133.6% |
| Admin fee / account holder | $49,165 | $8,426+483.5% | $7,540+552.0% | $10,828+354.0% |