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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 | $1,187,472 | $97,729+1115.1% | $83,830+1316.5% | $135,379+777.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.54% | 1287.52%-1292.1pp | 850.97%-855.5pp | 519.79%-524.3pp |
| Employer contribution / active EE | $781 | $4,222-81.5% | $3,631-78.5% | $4,779-83.7% |
| Participant deferral / active EE | $12,100 | $4,683+158.4% | $4,082+196.4% | $5,609+115.7% |
| Admin fee / account holder | $13,255 | $6,674+98.6% | $5,479+141.9% | $10,828+22.4% |