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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 | $1,267,117 | $152,542+730.7% | $117,498+978.4% | $134,509+842.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.77% | 53.02%-72.8pp | 29.75%-49.5pp | 418.13%-437.9pp |
| Employer contribution / active EE | $42,092 | $5,574+655.2% | $4,178+907.5% | $4,741+787.9% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,510 | $7,006+7.2% | $5,646+33.0% | $11,427-34.3% |