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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 | $1,158,482 | $91,537+1165.6% | $130,045+790.8% | $75,173+1441.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 22.07% | -631.55%+653.6pp | -137.30%+159.4pp | 160.72%-138.6pp |
| Employer contribution / active EE | $8,992 | $2,845+216.1% | $4,321+108.1% | $2,671+236.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $39,420 | $6,780+481.4% | $10,600+271.9% | $5,651+597.6% |