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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 | $2,896,504 | $190,916+1417.2% | $160,037+1709.9% | $134,545+2052.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.65% | 552.79%-569.4pp | 408.95%-425.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $25,683 | $4,996+414.1% | $4,226+507.8% | $4,742+441.6% |
| Participant deferral / active EE | $21,400 | $6,925+209.0% | $6,184+246.1% | $6,401+234.3% |
| Admin fee / account holder | $52,266 | $10,497+397.9% | $8,716+499.6% | $11,431+357.2% |