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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 | $1,193,150 | $92,743+1186.5% | $82,744+1342.0% | $134,532+786.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.16% | 946.63%-959.8pp | 702.22%-715.4pp | 418.27%-431.4pp |
| Employer contribution / active EE | $30,310 | $3,273+826.1% | $3,008+907.6% | $4,741+539.3% |
| Participant deferral / active EE | $27,544 | $4,802+473.6% | $4,395+526.8% | $6,401+330.3% |
| Admin fee / account holder | $14,646 | $5,977+145.0% | $5,325+175.1% | $11,429+28.2% |