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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 | $1,444,456 | $99,644+1349.6% | $86,438+1571.1% | $134,532+973.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.97% | 6787.26%-6804.2pp | 4397.19%-4414.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $15,000 | $4,402+240.8% | $3,769+297.9% | $4,741+216.4% |
| Participant deferral / active EE | $0 | $7,247-100.0% | $6,952-100.0% | $6,401-100.0% |
| Admin fee / account holder | $424,476 | $8,375+4968.6% | $6,733+6204.3% | $11,429+3614.2% |