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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 | $1,323,650 | $138,114+858.4% | $125,391+955.6% | $134,545+883.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.95% | 750.88%-758.8pp | 572.41%-580.4pp | 418.37%-426.3pp |
| Employer contribution / active EE | $3,640 | $5,246-30.6% | $4,816-24.4% | $4,742-23.2% |
| Participant deferral / active EE | $15,888 | $7,801+103.7% | $7,448+113.3% | $6,401+148.2% |
| Admin fee / account holder | $43,815 | $11,570+278.7% | $10,009+337.8% | $11,431+283.3% |