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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 | $1,595,472 | $99,668+1500.8% | $86,451+1745.5% | $134,545+1085.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.95% | 6789.61%-6805.6pp | 4398.51%-4414.5pp | 418.37%-434.3pp |
| Employer contribution / active EE | $29,047 | $4,403+559.7% | $3,770+670.5% | $4,742+512.6% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $31,333 | $8,377+274.1% | $6,734+365.3% | $11,431+174.1% |