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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 | $167,352+1127.9% | $143,788+1329.1% | $134,509+1427.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.13% | 0.47%-7.6pp | -0.03%-7.1pp | 418.13%-425.3pp |
| 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% | $6,400+110.9% |
| Admin fee / account holder | $57,154 | $18,091+215.9% | $14,675+289.5% | $11,427+400.2% |