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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 | $1,863,033 | $90,617+1956.0% | $79,476+2244.2% | $135,382+1276.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.40% | 977.57%-981.0pp | 718.21%-721.6pp | 519.77%-523.2pp |
| Employer contribution / active EE | $36,500 | $3,068+1089.8% | $2,800+1203.5% | $4,779+663.8% |
| Participant deferral / active EE | $24,500 | $4,050+504.9% | $3,704+561.5% | $5,609+336.8% |
| Admin fee / account holder | $11,319 | $5,907+91.6% | $5,113+121.4% | $10,829+4.5% |