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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 | $3,241,660 | $82,674+3821.0% | $125,363+2485.8% | $68,495+4632.7% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | 48.25% | -5.97%+54.2pp | 572.15%-523.9pp | -7.84%+56.1pp |
| Employer contribution / active EE | $15,439 | $3,382+356.6% | $4,815+220.7% | $2,596+494.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $418,943 | $6,276+6574.9% | $10,005+4087.2% | $5,403+7653.5% |