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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 | $1,051,564 | $129,960+709.1% | $104,299+908.2% | $134,545+681.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.98% | 42.06%-57.0pp | 24.62%-39.6pp | 418.37%-433.4pp |
| Employer contribution / active EE | $16,711 | $4,186+299.2% | $3,373+395.4% | $4,742+252.4% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $53,045 | $9,324+468.9% | $7,339+622.7% | $11,431+364.1% |