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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 | $1,434,589 | $78,694+1723.0% | $67,652+2020.5% | $125,393+1044.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.93% | 9.46%-12.4pp | 6625.04%-6628.0pp | 282.23%-285.2pp |
| Employer contribution / active EE | $25,000 | $3,044+721.4% | $2,266+1003.5% | $4,866+413.8% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,351-100.0% |
| Admin fee / account holder | $64,446 | $7,403+770.5% | $4,821+1236.8% | $9,541+575.5% |