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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 | $99,647+1268.4% | $86,439+1477.5% | $134,509+913.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.15% | 6784.13%-6803.3pp | 4395.55%-4414.7pp | 418.13%-437.3pp |
| Employer contribution / active EE | $23,970 | $4,401+444.6% | $3,769+536.0% | $4,741+405.6% |
| Participant deferral / active EE | $23,100 | $7,246+218.8% | $6,952+232.3% | $6,400+260.9% |
| Admin fee / account holder | $7,563 | $8,373-9.7% | $6,732+12.3% | $11,427-33.8% |