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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 | $1,443,994 | $152,597+846.3% | $117,533+1128.6% | $134,532+973.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.07% | 53.04%-67.1pp | 29.77%-43.8pp | 418.27%-432.3pp |
| Employer contribution / active EE | $31,250 | $5,576+460.4% | $4,179+647.7% | $4,741+559.1% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,366 | $7,007+62.2% | $5,647+101.3% | $11,429-0.5% |