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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 | $1,242,331 | $95,895+1195.5% | $79,576+1461.2% | $134,509+823.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.50% | -2.72%-9.8pp | 0.15%-12.6pp | 418.13%-430.6pp |
| Employer contribution / active EE | $10,652 | $3,128+240.5% | $2,413+341.4% | $4,741+124.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $67,008 | $9,129+634.0% | $6,834+880.5% | $11,427+486.4% |