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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 | $1,330,799 | $91,536+1353.9% | $130,062+923.2% | $75,177+1670.2% |
| Participation rate | 71.3% | 71.5%-0.2pp | 78.5%-7.3pp | 67.2%+4.0pp |
| Annual return | 27.66% | -631.62%+659.3pp | -137.37%+165.0pp | 160.75%-133.1pp |
| Employer contribution / active EE | $14,637 | $2,845+414.5% | $4,322+238.6% | $2,671+448.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $51,011 | $6,780+652.4% | $10,601+381.2% | $5,651+802.6% |