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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 | $2,527,927 | $152,591+1556.7% | $117,529+2050.9% | $134,545+1778.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.19% | 53.04%-65.2pp | 29.77%-42.0pp | 418.37%-430.6pp |
| Employer contribution / active EE | $49,280 | $5,576+783.7% | $4,179+1079.1% | $4,742+939.3% |
| Participant deferral / active EE | $13,500 | $4,821+180.0% | $4,072+231.5% | $6,401+110.9% |
| Admin fee / account holder | $17,973 | $7,004+156.6% | $5,645+218.4% | $11,431+57.2% |