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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 | $1,253,594 | $103,008+1117.0% | $90,304+1288.2% | $152,897+719.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 36.18% | 95.22%-59.0pp | 78.13%-42.0pp | 345.43%-309.3pp |
| Employer contribution / active EE | $3,308 | $3,139+5.4% | $2,855+15.9% | $4,764-30.6% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $114,907 | $6,175+1760.9% | $5,354+2046.2% | $11,599+890.6% |