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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 | $2,299,524 | $152,542+1407.5% | $117,498+1857.1% | $134,509+1609.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.60% | 53.02%-65.6pp | 29.75%-42.4pp | 418.13%-430.7pp |
| Employer contribution / active EE | $24,927 | $5,574+347.2% | $4,178+496.6% | $4,741+425.8% |
| Participant deferral / active EE | $12,911 | $4,819+167.9% | $4,071+217.1% | $6,400+101.7% |
| Admin fee / account holder | $101,942 | $7,006+1355.2% | $5,646+1705.6% | $11,427+792.1% |