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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 | $1,363,606 | $99,644+1268.5% | $86,438+1477.6% | $134,532+913.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.15% | 6787.26%-6806.4pp | 4397.19%-4416.3pp | 418.27%-437.4pp |
| Employer contribution / active EE | $23,970 | $4,402+444.5% | $3,769+535.9% | $4,741+405.6% |
| Participant deferral / active EE | $23,100 | $7,247+218.7% | $6,952+232.3% | $6,401+260.9% |
| Admin fee / account holder | $7,563 | $8,375-9.7% | $6,733+12.3% | $11,429-33.8% |