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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 | $1,101,167 | $129,960+747.3% | $104,299+955.8% | $134,545+718.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.19% | 42.06%-60.2pp | 24.62%-42.8pp | 418.37%-436.6pp |
| Employer contribution / active EE | $22,193 | $4,186+430.1% | $3,373+557.9% | $4,742+368.1% |
| Participant deferral / active EE | $13,864 | $5,589+148.0% | $4,626+199.7% | $6,401+116.6% |
| Admin fee / account holder | $100,283 | $9,324+975.6% | $7,339+1266.4% | $11,431+777.3% |