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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 | $1,575,543 | $97,729+1512.2% | $83,830+1779.5% | $135,379+1063.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.41% | 1287.52%-1292.9pp | 850.97%-856.4pp | 519.79%-525.2pp |
| Employer contribution / active EE | $31,297 | $4,222+641.3% | $3,631+761.9% | $4,779+554.9% |
| Participant deferral / active EE | $16,944 | $4,683+261.9% | $4,082+315.1% | $5,609+202.1% |
| Admin fee / account holder | $48,398 | $6,674+625.1% | $5,479+783.4% | $10,828+347.0% |