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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 | $1,268,791 | $97,729+1198.3% | $83,830+1413.5% | $135,379+837.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.11% | 1287.52%-1295.6pp | 850.97%-859.1pp | 519.79%-527.9pp |
| Employer contribution / active EE | $55,000 | $4,222+1202.7% | $3,631+1414.7% | $4,779+1050.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $29,833 | $6,674+347.0% | $5,479+444.5% | $10,828+175.5% |