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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 | $1,427,766 | $138,068+934.1% | $125,358+1039.0% | $134,493+961.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.91% | 750.30%-766.2pp | 572.03%-587.9pp | 418.01%-433.9pp |
| Employer contribution / active EE | $24,422 | $5,244+365.7% | $4,814+407.3% | $4,740+415.2% |
| Participant deferral / active EE | $13,500 | $7,799+73.1% | $7,447+81.3% | $6,400+110.9% |
| Admin fee / account holder | $131,342 | $11,568+1035.4% | $10,007+1212.5% | $11,425+1049.6% |