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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 | $1,405,415 | $84,628+1560.7% | $61,501+2185.2% | $134,545+944.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -12.82% | 585.61%-598.4pp | 339.04%-351.9pp | 418.37%-431.2pp |
| Employer contribution / active EE | $8,940 | $1,545+478.7% | $1,160+670.9% | $4,742+88.5% |
| Participant deferral / active EE | $24,833 | $2,819+781.1% | $2,125+1068.8% | $6,401+287.9% |
| Admin fee / account holder | $64,909 | $2,587+2408.6% | $2,132+2945.1% | $11,431+467.8% |