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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 | $138,114+673.5% | $125,391+752.0% | $134,545+694.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.79% | 750.88%-764.7pp | 572.41%-586.2pp | 418.37%-432.2pp |
| Employer contribution / active EE | $4,678 | $5,246-10.8% | $4,816-2.9% | $4,742-1.3% |
| Participant deferral / active EE | $19,109 | $7,801+145.0% | $7,448+156.6% | $6,401+198.5% |
| Admin fee / account holder | $35,171 | $11,570+204.0% | $10,009+251.4% | $11,431+207.7% |