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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 | $1,068,346 | $138,068+673.8% | $125,358+752.2% | $134,493+694.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.79% | 750.30%-764.1pp | 572.03%-585.8pp | 418.01%-431.8pp |
| Employer contribution / active EE | $4,678 | $5,244-10.8% | $4,814-2.8% | $4,740-1.3% |
| Participant deferral / active EE | $19,109 | $7,799+145.0% | $7,447+156.6% | $6,400+198.6% |
| Admin fee / account holder | $35,171 | $11,568+204.0% | $10,007+251.5% | $11,425+207.8% |