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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 | $1,383,944 | $180,459+666.9% | $154,108+798.0% | $135,380+922.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.44% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $36,500 | $6,035+504.8% | $5,298+589.0% | $4,779+663.8% |
| Participant deferral / active EE | $22,500 | $5,806+287.5% | $5,081+342.9% | $5,609+301.1% |
| Admin fee / account holder | $18,488 | $16,145+14.5% | $13,411+37.9% | $10,828+70.7% |