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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 | $488,407 | $104,106+369.1% | $71,086+587.1% | $135,379+260.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.38% | 1256.30%-1264.7pp | 650.59%-659.0pp | 519.79%-528.2pp |
| Employer contribution / active EE | $14,927 | $1,485+905.2% | $1,088+1272.4% | $4,779+212.4% |
| Participant deferral / active EE | $14,333 | $2,527+467.2% | $1,874+664.8% | $5,609+155.5% |
| Admin fee / account holder | $4,950 | $4,142+19.5% | $3,082+60.6% | $10,828-54.3% |