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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 | $1,015,475 | $95,867+959.3% | $79,551+1176.5% | $134,493+655.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.98% | -2.73%-10.3pp | 0.14%-13.1pp | 418.01%-431.0pp |
| Employer contribution / active EE | $16,046 | $3,128+413.1% | $2,413+565.1% | $4,740+238.5% |
| Participant deferral / active EE | $9,000 | $4,692+91.8% | $3,985+125.9% | $6,400+40.6% |
| Admin fee / account holder | $9,221 | $9,127+1.0% | $6,833+34.9% | $11,425-19.3% |