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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 | $1,185,892 | $92,766+1178.4% | $82,763+1332.9% | $134,545+781.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.11% | 946.97%-965.1pp | 702.45%-720.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $3,583 | $3,273+9.5% | $3,008+19.1% | $4,742-24.4% |
| Participant deferral / active EE | $13,500 | $4,802+181.1% | $4,395+207.2% | $6,401+110.9% |
| Admin fee / account holder | $7,365 | $5,978+23.2% | $5,325+38.3% | $11,431-35.6% |