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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 | $1,039,998 | $168,635+516.7% | $147,617+604.5% | $125,389+729.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.45% | 77.65%-81.1pp | 61.98%-65.4pp | 282.24%-285.7pp |
| Employer contribution / active EE | $39,750 | $6,252+535.8% | $5,564+614.4% | $4,866+716.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $177,857 | $13,580+1209.7% | $11,612+1431.7% | $9,541+1764.2% |