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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 | $1,089,969 | $168,635+546.3% | $147,617+638.4% | $125,389+769.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.74% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $22,950 | $6,252+267.1% | $5,564+312.4% | $4,866+371.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $41,633 | $13,580+206.6% | $11,612+258.5% | $9,541+336.4% |