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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 | $1,610,567 | $92,766+1636.2% | $82,763+1846.0% | $134,545+1097.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.37% | 946.97%-959.3pp | 702.45%-714.8pp | 418.37%-430.7pp |
| Employer contribution / active EE | $18,500 | $3,273+465.2% | $3,008+515.0% | $4,742+290.2% |
| Participant deferral / active EE | $12,000 | $4,802+149.9% | $4,395+173.0% | $6,401+87.5% |
| Admin fee / account holder | $31,998 | $5,978+435.3% | $5,325+500.9% | $11,431+179.9% |