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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 | $2,054,832 | $167,362+1127.8% | $143,799+1329.0% | $134,532+1427.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.13% | 0.47%-7.6pp | -0.04%-7.1pp | 418.27%-425.4pp |
| Employer contribution / active EE | $3,645 | $5,620-35.1% | $4,952-26.4% | $4,741-23.1% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,401+110.9% |
| Admin fee / account holder | $57,154 | $18,094+215.9% | $14,677+289.4% | $11,429+400.1% |