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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% | $125,381+2485.4% | $68,486+4633.3% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | 48.25% | -5.97%+54.2pp | 572.31%-524.1pp | -7.85%+56.1pp |
| Employer contribution / active EE | $15,439 | $3,382+356.5% | $4,815+220.6% | $2,597+494.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $418,943 | $6,277+6574.3% | $10,007+4086.5% | $5,404+7652.7% |