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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 | $1,375,492 | $95,979+1333.1% | $74,551+1745.0% | $135,380+916.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.48% | 56.97%-63.4pp | 32.53%-39.0pp | 519.81%-526.3pp |
| Employer contribution / active EE | $26,856 | $2,716+888.7% | $1,961+1269.5% | $4,779+462.0% |
| Participant deferral / active EE | $18,144 | $3,844+372.0% | $3,108+483.7% | $5,609+223.5% |
| Admin fee / account holder | $42,500 | $6,522+551.6% | $5,059+740.1% | $10,828+292.5% |