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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 | $1,218,926 | $142,392+756.0% | $119,622+919.0% | $134,532+806.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.40% | -12.46%-0.9pp | -14.98%+1.6pp | 418.27%-431.7pp |
| Employer contribution / active EE | $39,250 | $5,224+651.4% | $4,232+827.4% | $4,741+727.9% |
| Participant deferral / active EE | $13,500 | $6,467+108.7% | $5,601+141.0% | $6,401+110.9% |
| Admin fee / account holder | $24,999 | $13,593+83.9% | $10,328+142.1% | $11,429+118.7% |